Kevin: Wealth Advisor at Platt Financial

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Kevin: Wealth Advisor at Platt Financial Dedicated advisor with a relationship-focused approach. Simplifying retirement planning to achieve financial confidence.

I aim to help clients work towards reducing risk, maximizing gains, and creating strategies so they do not outlive their savings.

10/14/2026

LPL Research examines how steady bank lending, rising business loan demand, and improving credit conditions suggest companies remain confident enough to invest in growth despite higher interest rates. The commentary highlights resilient commercial lending activity, narrowing credit spreads, and the....

What Could the 2026 Midterm Elections Mean for the Stock Market? History Has Some Clues.
10/06/2026

What Could the 2026 Midterm Elections Mean for the Stock Market? History Has Some Clues.

LPL Financial’s Chief Investment Officer Marc Zabicki explains that election volatility may create opportunities, but investors should stay focused on market fundamentals over politics.

09/29/2026

LPL Research analyzes historical performance of S&P equity sectors after the start of Fed rate-hiking campaigns to help investors navigate the new cycle.

09/21/2026

In this week’s LPL Market Signals, Chief Economist Dr. Jeffrey Roach is joined by Dr. Torsten Slok of Apollo Global Management to discuss a variety of topics including how AI is impacting the job market and why a world short on savings could keep rates higher for longer.

08/24/2026

This article describes how Treasury Demand, Financial Conditions, and Inflation are supporting investor risk appetite.

08/10/2026

LPL's Weekly Market Performance for the week of August 3, 2026, highlights a positive week for stocks, the July payrolls report, and mixed commodity moves.

08/07/2026

In this week's Market Signals podcast, Chief Economist Dr. Jeffrey Roach is joined by Chief Market Strategist Chris Fasciano from Commonwealth Financial Network to discuss stronger-than-expected economic growth, rising Treasury yields, inflation pressures, and what could drive the Fed's next move.

Retirement planning is full of important age-based milestones, and it can be difficult to keep track of them all.I’m sha...
07/20/2026

Retirement planning is full of important age-based milestones, and it can be difficult to keep track of them all.
I’m sharing this chart as a helpful reference for some of the key ages that can affect retirement accounts, Social Security, Medicare, and required minimum distributions.
A little planning ahead can make a big difference. Reach out to me today to schedule a time to discuss what strategies would work best for you.

07/17/2026

LPL Research dares to imagine a non-consensus future for AI where reality fails to meet lofty investor expectations.

07/13/2026

This week's Weekly Market Commentary discusses how the first half of 2026 challenged expectations for falling inflation, lower interest rates, and declining Treasury yields, as investors navigated a Fed leadership change, a geopolitical shock that drove oil prices and yields higher, and an AI-driven...

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Charlottesville, VA
22911

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