Tesar Group Investment & Financial Planning Powered by LPL Financial

07/04/2026

Wishing you a happy and safe Fourth of July! Our team hopes you enjoy a well-deserved holiday weekend filled with time spent with family, friends, and meaningful moments.

06/30/2026

This Week’s Market Commentary is Live! Get timely insights on market trends and economic developments from the LPL Financial Research team.

👉 Read the latest update here: https://www.tesargroup.lpl.com/weekly-market-commentary

06/26/2026

🎙Stay informed with the Market Signals Podcast, featuring expert analysis from LPL Research on today’s economic trends and market dynamics.

Listen now: https://www.tesargroup.lpl.com/market-signals-podcast

06/21/2026

🌴 As summer begins, now is a good opportunity to check in on your progress and revisit your financial goals. A mid-year review can help ensure your plans continue to align with your priorities.

Contact our office for support with your financial review: https://www.tesargroup.lpl.com/contact

06/19/2026

Our office will be closed in observance of Juneteenth. We will reopen and resume normal business hours on Monday, the 22nd.

06/08/2026

A mid‑year cash flow check‑in can help retirees stay aligned with their income, spending, and long‑term goals. This infographic highlights key areas to review, from income sources and withdrawal strategies to healthcare costs and evolving priorities.

Taking time to review these areas mid‑year can support more confident decision‑making, help manage surprises, and keep your retirement plan on track. Consider whether a mid‑year conversation with your advisory team could provide added clarity and peace of mind.

Contact our team today to learn more: https://www.tesargroup.lpl.com/contact

A Mid-Year Check-In: A mid-year review can help keep your income, spending, and priorities aligned with your retirement goals.

05/29/2026

529 Day is a reminder to step back and look at the full picture of college planning.

Beyond saving, families often juggle academics, applications, financial aid, and overall costs. A simple checklist can help keep those moving parts in one place as students move from high school to enrollment.

Access the Parent’s College Planning Checklist now to learn more. Questions? Contact our team: https://www.tesargroup.lpl.com/contact

Key considerations from high school through enrollment.