Cody W. Roulier - LPL Financial

02/29/2024

Understanding tax efficiency is very important! Not all gains are taxed equally.

Discover what happens to your investment profits

02/20/2024

Curious what's happening in the market? Read my weekly market commentary, presented by LPL Research! https://hubs.ly/Q02dPP2K0

02/19/2024

Happy Presidents’ Day. A reminder that the markets are closed today.

02/15/2024

We all know that wealth management can feel exhausting. Even with DIY programs, the element of overthinking, feeling behind, and constant stressing is present. Enter a wealth manager - your dedicated money manager that gives you the peace of mind to enjoy life while a professional is working to help you achieve short and long-term money goals.

If you're ready for a change, learn more about my wealth management services.
https://hubs.ly/Q02g3zcX0

02/13/2024

Curious what's happening in the market? Read my weekly market commentary, presented by LPL Research! https://hubs.ly/Q02dPG4T0

02/12/2024

Happy Entrepreneurship Week! If you're looking at starting a business, have just started one, or are looking at turning your side hustle into a full-time gig, take a look at my newest blog on tips you should consider to help ease the burden of running your new venture. https://hubs.ly/Q02hpSWJ0

02/08/2024

In my opinion, golf is a sport that takes some of the most discipline. Practice, fine tuning of your gear, and constant lessons all help your game improve over time...so why not think about investing in the same way?

Getting in the habit of practicing putting money aside, fine tuning your portfolio, and taking advice from people you trust or a financial planner can all help you improve your financial "game" over time.

Financial advisor proudly serving San Diego and Palm Springs. We offer financial services including Estate Planning, Investment Management, Insurance Review, Tax Planning, and Retirement Planning. We would love to help you identify and pursue your financial goals.

02/06/2024

Curious what's happening in the market? Read my weekly market commentary, presented by LPL Research! https://hubs.ly/Q02dPMLm0

02/05/2024

In the world of financial planning, interest rates seem to be one of the biggest topics of discussion. If you're curious how to take advantage of an interest rate pause (or decrease), read my newest blog! https://hubs.ly/Q02hq2SY0

02/02/2024

Planning for retirement is great, but planning for healthcare coverage at the same time is sometimes more difficult. If you are still a little ways off from Medicare eligibility, take a look at my healthcare in retirement presentation that covers these important topics.

https://hubs.ly/Q02g0kNM0

01/31/2024

If you or someone you know mails in their documents to the IRS for tax season, today is your last day to do so to ensure it gets there on-time!

01/30/2024

Curious what's happening in the market? Read my weekly market commentary, presented by LPL Research! https://hubs.ly/Q02bpVmj0