DLS Wealth Management
Category
General Information
Locality: Newport Beach, California
Phone: +1 949-432-3840
Address: 4 Upper Newport Plz, Ste 103 92660 Newport Beach, CA, US
Website: www.DLSWealth.com
Likes: 96
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LPL RECESSION WATCH: Our Recession Watch Dashboard is showing an overall low risk of recession starting within the next year. (Updated June 2017) http://lpl-research.com//Re/RecessionWatchDashboardWeb.pdf
Checking in on Trade: "The U.S. trade deficit has been a drag on overall GDP growth. However, the US continues to steadily grow in its role as an exporter of services." http://lpl-research.com//Weekly_Economic_Commentary_040420
March Has Historically Been a Challenging Month: Build and keep your financial plan on course!
Oil prices have fallen nearly 70% from July 2014 to February 2016 creating opportunities for big industries to win! Make sure your investments are positioned accordingly to gain with these "Potential Winners of Low Oil". A Must Read Here: https://rc.lpl.com//TL_Potential_Winners_Of_Low_Oil_022416
As a new parent myself, this is a great read: http://www.inc.com//how-to-raise-highly-successful-kids-7-
OUTLOOK 2016: SCENARIO PLANNING FOR CURRENT MARKET CONDITIONS "Patient doesn’t have to mean passive" -> Protect but don’t panic -> Pursue opportunities... Probable factors influencing markets over next 12 months: https://rc.lpl.com//Outlook2016_Playbook_Client_Approved_0
With increased 2016 market volatility: "It is important to remember that investing is a marathon, not a sprint. It is about endurance. Volatility has always been a part of investing and always will be." Insights from our LPL Chief Investment Officer, Burt White here:... http://lpl-research.com//LPL_R/CL/Client_Letter_010716.pdf See more
"Advisors to investors: Keep calm and carry on" http://www.cnbc.com//advisors-to-investors-keep-calm-and-c
Stick to your resolutions to save & invest more in 2016! You'll thank yourself for it later. www.cnbc.com///23/making-your-money-resolutions-stick.html
New Years is coming, and so is retirement! No matter what age you are, utilize retirement strategies and investment accounts availble to you as early as possible. -The sooner you start the easier the "uphill" to retirement will be.... -Your "downhill" success within retirement can be achieved with a well designed and monitored financial plan. **Work with a professional for the best results possible**
529's are a popular college savings vehicle for children, but with other strategies available make sure it's the best fit within your financial plan going into 2016. "Computers now qualify as a 529 expense, but these plans still need more flexibility." "No one knows what a college education will look like in 18 years, so money stashed away in a 529 plan may be stuck in an outdated account."... Read the full article: http://time.com//41590/tax-rule-529-college-savings-plans/
It’s not money that motivates, It’s the ‘why’ behind the money. 1. Find Your Passion 2. Keep Your Goals in Mind 3. Create a Strategy... 4. Budget 5. Earn http://www.nasdaq.com/ar/5-ways-to-find-money-for-what-you- really-love-cm544387
Different life milestones require updated investment strategies. Contact me and take advantage of professional advice and resources to ensure you stay on the right path to financial success!
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