Sarah Hogue-Simmons Investment Services

08/27/2026

LPL Research discusses that as U.S. debt tops $40 trillion and yields climb; investors await Kevin Warsh's Jackson Hole speech for clues on rates and policy.

08/25/2026

When you leave your job, you may have four options to manage funds in a work-based retirement plan.

08/24/2026

LPL Financial’s Chief Investment Officer Marc Zabicki examines Fed Chair Kevin Warsh's pragmatic policy shift and why cooling inflation and labor data may point toward rate cuts.

08/19/2026

Your life changes. Your coverage should, too.

Have you done a life insurance review recently? We can help!
✅ Make sure your coverage is still adequate
✅ Update beneficiaries if needed
✅ Protect the people who matter most

How did consumers respond when asked why they owned life insurance?

08/18/2026

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

08/12/2026

Do you know whether you are an investor or a speculator?

08/06/2026

This alert explains newly implemented and upcoming tariffs and their potential economic impact.

07/17/2026

LPL Research dares to imagine a non-consensus future for AI where reality fails to meet lofty investor expectations.

07/13/2026

This week's Weekly Market Commentary discusses how the first half of 2026 challenged expectations for falling inflation, lower interest rates, and declining Treasury yields, as investors navigated a Fed leadership change, a geopolitical shock that drove oil prices and yields higher, and an AI-driven...

06/30/2026

LPL Research previews the upcoming second quarter earnings season, highlighting several key factors for investors to monitor as corporate America reports results.