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
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Learn when it may not make sense to file a claim on your home insurance.
This checklist can give you a quick snapshot of how prepared you are.
What does the Tax Reform and Jobs Act mean for you?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know these three personal finance sayings?
The market is as unpredictable as the weather. We’d love to help you prepare.
How will you weather the ups and downs of the business cycle?
Do you know how to set up your financial goals for success? This knight does.
A bucket plan can help you be better prepared for a comfortable retirement.