We believe that buy, hold, & hope is not an investment strategy
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As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
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Here at James Hendries/LPL Financial, we have a unique way of managing your money..
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Identity theft is one of the fastest growing crimes in the United States, with as many as 10% of Americans over age 16 becoming victims last year, according to a bulletin from the Bureau of Justice Statistics. Identity theft is a type of fraud in which a thief uses your personal information to conduct transactions in your name.
As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:
If you've never engaged in financial planning and are unsure how to get started, this article is for you. A financial plan starts by evaluating your current financial situation and future expectations and can be created independently or with the help of a financial...
Basic estate planning is something that everyone should do, regardless of your age, marital status, the value of your assets, and if you’re a parent or not. According to a 2021 poll by Gallup, less than half of U.S. adults (46%) have a will that dictates what happens to their assets when they die. This statistic illustrates that more Americans should consider estate planning to help ensure their assets transfer quickly to their heirs.
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