Broadway Wealth Management of LPL Financial

11/02/2026

The weekly market commentary is now live on our website! Read the latest insights: https://broadwaywealthmanagement.lpl.com/weekly-market-commentary

Has AI Become a Rates Story? explores how surging AI-related capital spending and bond issuance are influencing interest rates, Treasury yields, and credit markets. The commentary examines how continued investment could keep rates elevated, while a slowdown in AI spending could create opportunities....

10/31/2026

Happy Halloween from Broadway Wealth Management!

10/29/2026

Before October comes to a close, take one more look at the healthcare decisions that may still need attention.
Knowing what has changed, which deadlines apply, and where questions remain can make the next step easier.
Use this overview to guide your review:
https://broadwaywealthmanagement.lpl.com/blog/preparing-for-year-end-key-healthcare-decisions-and-deadlines-to-tackle

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10/28/2026

Higher mortgage rates have many prospective buyers feeling pressure to act quickly. For some families, that may also bring up questions about whether and how one generation should help the next.

Before offering support, take time to consider the impact on everyone involved. Our Managing Generational Wealth Checklist can help families think through the financial and personal details together: https://broadwaywealthmanagement.lpl.com/generational-wealth-resources

Rising rates have borrowers working to secure their rates, but lock terms and costs vary.

10/26/2026

The weekly market commentary is now live on our website! Read the latest insights: https://broadwaywealthmanagement.lpl.com/weekly-market-commentary

Earnings season is underway with corporate America facing elevated expectations. Investors are focused on whether technology and AI can continue driving growth, how companies are managing a challenging macro environment, and whether profit margins can keep expanding amid inflation, higher borrowing....

10/26/2026

Sign up to join us on Wednesday, October 28th for this month's webinar on our Market Update -https://broadwaywealthmanagement.lpl.com/upcoming-events

10/22/2026

A good year-end review includes more than investments and taxes.
Healthcare decisions deserve a place in the conversation too. Coverage, benefits, and account details can influence both near-term expenses and longer-term planning.

Here are the areas worth reviewing:
https://broadwaywealthmanagement.lpl.com/blog/preparing-for-year-end-key-healthcare-decisions-and-deadlines-to-tackle

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10/22/2026

Join us on Oct 29 for our Market Update Webinar. Register here: https://broadwaywealthmanagement.lpl.com/upcoming-events

10/21/2026

Open Enrollment season is here. It can feel overwhelming, especially when plan details, prescription coverage and provider networks may change from year to year.

Before making a decision, take time to review your Annual Notice of Changes, compare the plans available to you and understand how each option could affect your prescriptions, pharmacy and physicians. A little homework now can help you make a more informed choice for 2027.

Read the article for five important reminders.

Medicare Open Enrollment for Part D drug plans in 2027 looks to mean fewer plans and higher premiums.

10/20/2026

The weekly market commentary is now live on our website! Read the latest insights: https://broadwaywealthmanagement.lpl.com/weekly-market-commentary

Personal AI agents could reshape consumer behavior by making it easier to compare prices, switch providers, and manage purchases, potentially pressuring businesses that benefit from customer inertia. LPL Research explains that companies with strong brands, customer loyalty, and differentiated produc...