Barbara Ellis, LPL Financial Advisor - Ellis Financial Services, Inc

Barbara Ellis, LPL Financial Advisor - Ellis Financial Services, Inc I am a Certified Financial Planner™ and I partner with clients to both prepare for their financial

A great event for a great cause!
08/17/2022

A great event for a great cause!

What a great idea!
08/16/2022

What a great idea!

Paul Ringon and his husband had just one request when they opened their wedding registry in 2019: Delta Air Lines gift cards. The two are avid travelers and tend to fly abroad at least twice a year. For Ringon, 37, and Wesley DeShaw creating memories through travel is much more appealing than a Kitc...

Patience with your investment plan is not always easy in times like this, but history tells us that it works.
02/24/2022

Patience with your investment plan is not always easy in times like this, but history tells us that it works.

Thursday, February 24, 2022 Global stock markets are selling off hard after Russian military forces attacked a broad range of targets across Ukraine last night while Russian President Putin vowed t…

01/13/2022

With fourth quarter earnings season about to kick off, LPL Research discusses why they’re optimistic about the upcoming quarter. Learn what they have to say.

I am so very excited to share that I have earned my Certified Financial Planner™ certification.  Even though I missed a ...
12/13/2021

I am so very excited to share that I have earned my Certified Financial Planner™ certification. Even though I missed a few college football games this fall due to study sessions and review classes, I am so grateful for the opportunity to further my education in this field. After 15 years, the learning continues!

The recognized standard of excellence for competent and ethical personal financial planning.

Weekly Market Commentary - COVID Update: Delta Variant Market Impact
08/09/2021

Weekly Market Commentary - COVID Update: Delta Variant Market Impact

LPL Research shares some insight into how the Delta variant may impact markets throughout August 2021.

The Shortest Recession Ever Is Over...15 Months Ago | Daily Market Update
07/20/2021

The Shortest Recession Ever Is Over...15 Months Ago | Daily Market Update

Tuesday, July 20, 2021 Top Story The shortest recession ever is over...15 months ago The National Bureau of Economic Research (NBER) announced yesterday that the economy bottomed in April 2020, making the COVID-19 recession the shortest on record and the new expansion over a year old.

Happy Father's Day to all the dads out there, and to the ones we miss everyday!
06/18/2021

Happy Father's Day to all the dads out there, and to the ones we miss everyday!

Weekly Market Commentary
05/17/2021

Weekly Market Commentary

LPL Research explains why inflation is making headlines and why investors should not be overly concerned.

Blowout Earnings | Daily Market Update
05/10/2021

Blowout Earnings | Daily Market Update

Monday, May 10, 2021 Top Story Blowout earnings With nearly 90% of S&P 500 companies having reported, first quarter earnings are tracking to a remarkable 49% year-over-year increase, more than double the increase as of March 31.

"Sell in May and go away" is on old adage, but are old sayings always the best way to handle your investments?  Here is ...
05/03/2021

"Sell in May and go away" is on old adage, but are old sayings always the best way to handle your investments? Here is our weekly market commentary addressing that question. If you are wondering what strategy is best for you, let's talk about it.

LPL Research notes some possible reasons for a pause in the rally and why any potential pullbacks won’t last very long.

Raising Forecasts Again: Learn Why | LPL Daily Market Update
04/05/2021

Raising Forecasts Again: Learn Why | LPL Daily Market Update

Monday, April 5, 2021 Top Story Raising Forecasts...Again LPL Research revises previous forecasts to better reflect the growing optimism of an economy on the rebound in this week's Weekly Market Commentary , available at 1 p.m. ET. Daily Insights U.S. stocks point higher after employers added the mo...

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442 Del Mar Boulevard
Corpus Christi, TX
78404

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