LQ Financial

Is there a role for both active and passive investments in your portfolio?

The Great Debate Continues: Active vs. Passive In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Check out LPL Financial Research's Weekly Commentary on the market: "Stock Market’s Wall of Worry Gets Taller?" https://static.fmgsuite.com/media/documents/85bcbd1c-c839-4e91-a380-2fb602af3e60.pdf

A wonderful evening of great food, music, art, and company celebrating Carrington Coleman’s exciting new chapter at Dallas Arts Tower.

We greatly value our longstanding relationship with the firm and look forward to continuing to grow together and serve our mutual clients.

Congratulations to the entire Carrington Coleman team!

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy.

Check out LPL Financial Research's Weekly Commentary on the market: "What's Holding Up Record Margins?"https://static.fmgsuite.com/media/documents/97aaf834-e042-444e-86eb-7e95e6028f62.pdf

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.

Healthcare Costs That Catch Retirees Off Guard An article on three healthcare costs that often catch retirees off guard.

Check out LPL Financial Research's Weekly Commentary on the market: "What History Says About Fed Hikes and Stocks". https://static.fmgsuite.com/media/documents/9a071a37-9e1e-4c8d-91c7-0ffb26a3195e.pdf

If you thought that payouts from life insurance are tax-free in all cases, think again.

When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.

Check out LPL Financial Research's Weekly Commentary on the market: "Signs Point to a Normalization, Not a Crisis". https://static.fmgsuite.com/media/documents/0a8e095d-26db-4c5c-8028-5f14e2b97921.pdf

When considering a record keeping system for your business, you need to ask yourself some very important questions

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