Advisor Insights

For Lightpath, and the clients we serve, learning is an ongoing process. It comes from curiosity, exploration, listening, success, failure, and sharing. Shared learning makes an entire community stronger, vibrant, and sustainable.

10 Tax Law Changes That Could Improve Your Refund

10 Tax Law Changes That Could Improve Your Refund

Advisor Perspectives For Lightpath, and the clients we serve, learning is an ongoing process. It comes from curiosity, exploration, listening, success, failure, and sharing. Shared learning makes an entire community stronger, vibrant, and sustainable. Recent...

New Stretch IRA Rule Could Cost Your Kids Thousands

New Stretch IRA Rule Could Cost Your Kids Thousands

Starting in 2020, when an IRA (401k & Roth included) is inherited, the beneficiary has to distribute the entire IRA within 10 years of the date of death. That means the IRA has to be fully taxed within 10 years and the tax-deferred compounding ends.

Do Stock Market Losses Have You Concerned?

Do Stock Market Losses Have You Concerned?

Advisor Perspectives For Lightpath, and the clients we serve, learning is an ongoing process. It comes from curiosity, exploration, listening, success, failure, and sharing. Shared learning makes an entire community stronger, vibrant, and sustainable. Many of our past...

Economic Update for November 20, 2017

Economic Update for November 20, 2017

Consumer costs ticked up just 0.1% in October, according to the Department of Labor. The marginal monthly gain left the annualized increase in the headline Consumer Price Index at 2.0%, down from 2.2% a month earlier.

The Impact of Negative Market Returns

The Impact of Negative Market Returns

Compounding is the snowball effect where gains are reinvested over time to accelerate the growth of your investment account. However, nothing melts that snowball more rapidly than negative market returns.

Economic Update for October 16, 2017

Economic Update for October 16, 2017

Retail purchases rose 1.6% during September as households and businesses replaced cars and trucks damaged in hurricanes. This was the best monthly advance recorded by the Department of Commerce since March 2015, and the gain was 1.0% even with auto buying removed.

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