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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Luke McClure | Feb 14, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Man sitting on a park bench and working on a laptop
Luke McClure | Feb 14, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Luke McClure | Sep 26, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Luke McClure | Sep 26, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Hand holding a page with several charts on it
Luke McClure | Sep 26, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Elderly woman doing yoga in a park
Luke McClure | Jun 14, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Man in a graduation cap and gown
Luke McClure | Jun 14, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Hands holding a small wrapped present
Luke McClure | Mar 14, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Man sitting at a long table in front of a window. He is looking at his phone.
Horizon Financial Solutions | Sep 14, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Horizon Financial Solutions | Sep 14, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Horizon Financial Solutions | Sep 14, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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