The LPL Research Outlook 2018: Return of the Business Cycle highlights the opportunities and potential challenges that may lie ahead
for market participants as we get back to the traditional drivers that we'd expect to push the economy and markets forward.
View the completed publication featuring insightful commentary, as well as economic and market guidance for 2018.
As an independent firm, we match the client to the investment, not the investment to the client.Learn More
We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
We work with you to create a personalized roadmap designed to guide you through life’s milestones.Learn More
Understanding Today's Financial Environment
Haire Wealth Management is a driven, relationship oriented investment firm with the goals of providing financial advice and guidance to our clients in every stage of their life. From the beginning with financial planning for college, through the middle years with business retirement plans, life insurance and assets management, to the golden years with wealth management and estate planning. We seek financial stability and security for our clients, thus, pursuing financial independence.Contact Us
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A change in your mindset during retirement may drive changes to your portfolio.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Term insurance is the simplest form of life insurance. Here's how it works.
Don't let procrastination keep you from pursuing your financial dreams and goals.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
How will you weather the ups and downs of the business cycle?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Around the country, attitudes about retirement are shifting.
Here’s a quick guide to checking to see if you have unclaimed money.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.