LQ Financial

09/02/2026

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

09/01/2026

We recently hosted an intimate Chinese tea tasting experience, bringing together a select group of high-net-worth clients for an afternoon of culture, conversation, and connection. Guests had the opportunity to explore the rich traditions of Chinese tea while sampling a variety of selections, from the fresh and delicate notes of green and white teas to the more complex profiles of oolong, black, and dark teas. Each tea offered a unique story and a deeper appreciation for this time-honored tradition.

Designed for clients with assets exceeding $30 million, the gathering provided a meaningful opportunity to strengthen relationships and foster connections among accomplished entrepreneurs. It also served as a foundation for future discussions centered on advanced planning strategies, wealth management considerations, and peer-to-peer collaboration.

Thank you to everyone who joined us. We look forward to continuing these engaging conversations and creating more opportunities to connect through shared experiences.

09/01/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7.pdf

09/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgsuite.com/media/documents/9546ba0f-a55e-4612-ab15-fde0117a63dc.pdf

08/26/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

08/24/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Stock Market Tug of War: Earnings vs. Rates".https://static.fmgsuite.com/media/documents/a0060be1-be17-40a1-9322-c5c9a4871952.pdf

08/19/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

08/17/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Shifting Leadership in Global Growth".https://static.fmgsuite.com/media/documents/0eb52475-457a-47fd-bf0d-64077cdb9fde.pdf

08/12/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Municipal Bond Outlook: Why Carry Is the Strategy". https://static.fmgsuite.com/media/documents/07ba72b6-30a3-47ed-807c-ab3702eca839.pdf

08/12/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.