Jeff Herbek, Financial Advisor

Jeff Herbek, Financial Advisor I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.

I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.

“Securities offered through LPL Financial, member FINRA/SIPC (http://www.finra.org/, http://www.sipc.org/) . Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Financial Advisors and Good Life A

dvisors, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

04/08/2026

LPL Research discusses its recently updated study of the effectiveness of active management across asset classes, as well as implications for portfolios.

https://www.swealthplan.com/about-us
04/01/2026

https://www.swealthplan.com/about-us

Learn about Summit Wealth Planning's commitment to providing personalized financial strategies. Contact us to start your journey toward financial success.

03/11/2026

This week’s Weekly Market Commentary discusses how emerging market equities, after delivering a strong 34% return in 2025, are building on that momentum with a 7% gain year to date in 2026. It also outlines five key reasons we’ve grown more constructive on EM, including supportive currency dynam...

02/04/2026

LPL Research assesses early-year equity rotation dynamics and if this market broadening will last.

01/28/2026

This week’s Weekly Market Commentary discusses the unofficial start of fourth quarter earnings season, with major banks and asset managers like JPMorgan, Bank of America, and Goldman Sachs set to report results. LPL Research anticipates continued double-digit earnings growth, expanding margins des...

01/14/2026

This week’s Weekly Market Commentary discusses why 2025 was strong for most fixed income markets, yet 2026 may bring more cautious positioning as spreads remain tight and rate volatility looms with a new Fed Chair expected. While all-in yields are still appealing, returns will likely be income-dri...

12/24/2025

LPL Research lists the headwinds and tailwinds to the economic outlook for 2026.

12/17/2025

LPL's Weekly Market Performance for the week of December 8, 2025, highlights the December Federal Reserve policy decision and recent corporate headlines.

12/10/2025

LPL's Weekly Market Performance for the week of November 17, 2025, highlights a volatile week for global stocks, key earnings, and economic data takeaways.

12/03/2025

U.S. equities extended their winning streak in October, driven by easing U.S.-China trade tensions, strong AI-related partnerships, and upbeat earnings from major tech firms, despite a hawkish tone from the Fed following a 0.25% rate cut. Core bonds and Treasuries posted gains amid credit concerns a...

10/22/2025

Markets defied seasonal trends in September, with equities and bonds both advancing amid optimism over Fed rate cuts. Despite signs of economic cooling, strong earnings, AI momentum, and policy clarity supported investor sentiment.

10/15/2025

In the latest LPL Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Head of Equity Research, Thomas Shipp hold a Ryder Cup style competition between U.S. equities and their worthy international competitors. International leads on valuation, but there is plenty o...

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2949 E. Copper Point Drive Ste 100
Meridian, ID
83642

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Wednesday 9am - 5pm
Thursday 9am - 5pm
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