Misty Triplett-Financial Advisor at LPL Financial

06/01/2026

A new season marks its own point on the calendar, and the year is already halfway through. Schedules shift, big decisions surface, and what felt settled back in January sometimes looks different in a new light.

Some things deserve a closer look. Let's sit down and talk through where things stand.

05/12/2026

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

04/20/2026

A tax refund can be a welcome surprise, but deciding what to do with it matters.
From tackling high-interest debt to contributing to long-term goals (or simply treating yourself), every choice can reflect what’s most meaningful to you.



Sources:
FINRA, “6 Smart Ways to Use Your Tax Refund,” March 18, 2025

CNBC Select, “5 Smart Ways to Spend Your Tax Refund,” April 11, 2025

04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

04/05/2026

It’s 10 days until Tax Day. A busy person like you might find themselves filing your taxes in the final stretch for many reasons. Don’t sweat it! Get your paperwork together, talk to your trusted tax professionals, and remember that filing for an extension is possible before April 15th!

03/10/2026

🔄 2025 IRS Update Alert!

Your workplace retirement contribution limits are getting a boost. Here's what you need to know:
↗️ Basic limit: $23,500
↗️ Age 50+ catch-up: $7,500
⭐ NEW! Ages 60-63 super catch-up: $11,250

What this means: If you're between 60-63, you could contribute up to $34,750 in 2025!
These increased limits will apply to most workplace retirement accounts, including 401(k)s, 403(b)s, and government TSPs. While IRA limits remain at $7,000 ($8,000 if you're 50+), this extra room in workplace accounts opens up new possibilities for your retirement strategy.

Just keep in mind that employers will need to opt in to offer the super catch-up provision. 💪


Source:

Contribution limits for 401(k) and other workplace retirement plans rise for 2025. Sixty- to 63-year-olds get a super contribution for the first time.

03/07/2026

The IRS announced adjustments for 2026, which address a few key areas:
https://www.irs.gov/newsroom/401k-limit-increases-to-24500-for-2026-ira-limit-increases-to-7500

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? My office has 2026 tax resources that you may find helpful.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.

03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

03/04/2026

As tax season gets underway, reports of tax-related scams tend to rise right along with it. Fraudsters often impersonate the IRS or state tax agencies via emails, texts, phone calls, or social media messages that appear official.

Common red flags include messages claiming a refund has been approved, warnings about unpaid taxes, or requests to “verify” personal or financial information. Government agencies generally do not initiate contact this way, and clicking links or sharing details can expose sensitive information.

Staying aware of these tactics may help reduce the chance of identity theft or fraudulent activity during filing season. If something feels off, it’s worth taking a moment to pause before responding.



Source:

The FTC is warning taxpayers to keep an eye out for phishing and smishing scams aimed at stealing tax refunds and personal data.