We believe that buy, hold, & hope is not an investment strategy
We create long-term financial partnerships that help foster peace of mind
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
Wealth Management System
Here at James Hendries/LPL Financial, we have a unique way of managing your money..
Your Goals Come First
Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial prospects for retirement. In its annual Retirement Confidence Survey conducted in January 2021, the Employee Benefit Research...
On April 28, 2021, the White House released a fact sheet for President Biden's American Families Plan (AFP), which proposes about $1 trillion in investments and $800 billion in tax cuts. There would also be tax increases for those making more than $400,000 per year....
LPL Research explores three things that worry us—and could make the market more susceptible to a pullback as we enter the second half of 2021.
Insurance should be part of everyone’s plan – and it should evolve too Young adults starting out in life, especially newlyweds, need insurance. But what kind? As a start, a good term life policy likely is a smart move. Other types of insurance may not be. And as they...
Sign Up to Receive Our Newsletter