Broadway Wealth Management of LPL Financial

09/08/2026

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

This week's commentary argues that the recent surge in Treasury yields, record U.S. debt levels, persistent deficits, and increased AI-related bond issuance reflect a difficult but healthy market normalization rather than a debt crisis, as higher yields continue to attract buyers and market function...

09/07/2026

Labor Day is a reminder of the work that builds stability over time.
For many in healthcare, long hours and consistent effort support both patients and families.
Financial planning helps ensure that dedication translates into long-term security and flexibility.

09/04/2026

This , we're here to remind you that Education planning connects to broader financial decisions.
Savings strategy, timing, and investment choices all influence how education goals are supported.
Early review helps preserve flexibility over time. https://broadwaywealthmanagement.lpl.com/generational-wealth-checklist

09/02/2026

When was the last time you gave your 401(k) a checkup? In recognition of 401(k) Day on September 11, consider reviewing your savings rate, employer benefits and investment choices. Your future self may thank you.

National 401(k) Day is a good excuse to check in on your retirement savings—and maybe make a few moves your future self will thank you for.

09/01/2026

We’re proud to mark our fourth year with LPL Financial and the continued focus on providing thoughtful, structured guidance to the clients we serve.

08/31/2026

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

This week's Weekly Market Commentary discusses why value stocks have regained leadership as investors increasingly prioritize free cash flow and near-term cash generation over long-duration growth expectations in a higher interest rate environment. It also examines how massive AI-related capital spe...

08/28/2026

Open conversations about finances can reduce uncertainty over time.
Understanding accounts, responsibilities, and decision-making roles helps create a smoother transition when the time comes.
These discussions are not always easy, but they are important.

Our resources can help to guide these conversations:
https://broadwaywealthmanagement.lpl.com/blog/your-inheritance-your-choice-how-to-assess-staying-with-a-parents-financ

08/26/2026

Financial independence looks different for every individual.
For many women, especially during periods of transition, clarity and confidence become key factors in decision making.
A structured financial plan supports both. Download the checklist to review your current financial position and next steps.
Download: https://broadwaywealthmanagement.lpl.com/generational-wealth-checklist

08/25/2026

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

This week's Weekly Market Commentary discusses how strong earnings growth, AI-driven profits, and rising estimates are supporting stocks despite pressure from higher interest rates.

08/24/2026

Sign up to join us on Wednesday, August 26th for this month's webinar on Cybersecurity Attacks & Scams and hear about identifying & preventing fraud - https://broadwaywealthmanagement.lpl.com/upcoming-events