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Blog

Dec 15, 2025

What 2025 Taught Us About Staying the Course

Investments
Finance
Risk Management
Retirement
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the...
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Dec 8, 2025

Common Retirement Regrets—And Proactive Moves to Consider

Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning
Many people don’t regret being retired. They regret how they got there. 1 “I wish I had saved earlier.” “I didn’t think long-term care would matter.” “I should’ve waited to claim...
Nov 19, 2025

One Economy, Two Realities: Understanding Today's Economic Divide

Finance
Investments
Savings
Credit
Risk Management
Retirement
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity. This isn't new. But recent...
Oct 31, 2025

What Recent Inflation Signals Mean for Financial Planning

Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The latest report provided useful data for planning ahead. When...
Oct 14, 2025

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family
Rethinking Retirement: Why True Wealth Is More Than Money You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally...
Sep 11, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most important ones are easy to overlook. That’s one reason about 45%...
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Aug 12, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management
The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get out before it gets worse!" Different scenarios. Same result...
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Jul 10, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for...
May 21, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of...
May 1, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how...
Apr 18, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly...
Apr 2, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you...

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E: nicholas.amodio@LPL.com
P: 818-458-8946

2829 Townsgate Road
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Westlake Village, CA 91361
United States

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