LPL Financial - Jeffrey G. Carlos, CIMA, AAMS Financial Advisor

06/15/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

06/12/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

06/10/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

06/08/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

06/05/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | May 2026 U.S. and Canadian Markets 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. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

06/03/2026

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.

06/01/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

05/29/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

05/27/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.