LPL / Newtown

LPL / Newtown LPL Newtown is an investment service company that provides comprehensive financial advice

American Portfolios Newtown is an investment service provider in Newtown, PA that provides a wide array of investments & financial planning services for clients. It is run by Senior Managing Director Ron Chakler with the help of his assistant, Stephanie Febles.

Second homes have unique risks and insuring them is different than a primary home.
02/12/2025

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Many have heard they should avoid probate; do you understand what probate is and how it works?
02/10/2025

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drov...
02/07/2025

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback.

You face sequence of returns risk. Know what it is?
02/07/2025

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Periodic withdrawals in retirement may not be such a good idea.
02/05/2025

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
02/03/2025

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

a car? Consider gap to protect against losses that may not be covered by your current policy.
01/31/2025

a car? Consider gap to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

If you'd like to participate in emerging markets, what are your options?
01/29/2025

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

If you don’t have an , here's some reasons why you should.
01/27/2025

If you don’t have an , here's some reasons why you should.

Do you have an estate strategy? You should.

Your ideal may differ from reality, but we can work together to better align the two.
01/24/2025

Your ideal may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

Where will your retirement income come from? Do you know all the choices available?
01/22/2025

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

You may not be able to stop from wreaking havoc, but can manage some of the financial loss.
01/20/2025

You may not be able to stop from wreaking havoc, but can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

Address

139 N. State St, Suite 201
Newtown, PA
18940

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12677567059

Website

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