Kevin: Wealth Advisor at Platt Financial

07/20/2026

Retirement planning is full of important age-based milestones, and it can be difficult to keep track of them all.
I’m sharing this chart as a helpful reference for some of the key ages that can affect retirement accounts, Social Security, Medicare, and required minimum distributions.
A little planning ahead can make a big difference. Reach out to me today to schedule a time to discuss what strategies would work best for you.

07/17/2026

LPL Research dares to imagine a non-consensus future for AI where reality fails to meet lofty investor expectations.

07/13/2026

This week's Weekly Market Commentary discusses how the first half of 2026 challenged expectations for falling inflation, lower interest rates, and declining Treasury yields, as investors navigated a Fed leadership change, a geopolitical shock that drove oil prices and yields higher, and an AI-driven...

07/01/2026

Many people ask what it means to work with an independent financial advisor.
Simply put, it means having someone in your corner who isn't tied to sales quotas or proprietary products—someone who can focus on what matters most: you and your financial goals.
I am proud to partner with LPL Financial, which provides the resources, technology, and support that allow me to remain independent while delivering personalized advice to my clients.
I have attached a short brochure that explains more about LPL and the benefits this partnership brings to the families and individuals I serve. As always, if you have questions about your financial future, I am here to help.

06/26/2026

In this week’s LPL Market Signals, Chief Fixed Income Strategist Lawrence Gillum and Chief Economist Jeffrey Roach break down the first Federal Reserve meeting under new Chair Kevin Warsh, highlighting a more hawkish-than-expected stance, streamlined communication, and the introduction of new task...

06/17/2026

Take our quick assessment to better understand your personal risk tolerance and see whether your current investments align with your financial goals and comfort level!

What's your Risk Number? Find out in less than five minutes.

06/10/2026

This week’s Weekly Market Commentary discusses how Treasury yields have risen sharply amid geopolitical tensions and stronger growth expectations, while markets have largely absorbed risks such as higher-for-longer interest rates and ongoing geopolitical uncertainty. It also notes that stable infl...

06/01/2026

LPL's Weekly Market Performance for the week of May 25, 2026, highlights high-profile market drivers, commodity market moves, and economic data.

05/19/2026

This week’s Weekly Market Commentary discusses how Middle East tensions have dominated markets since late February, with ongoing uncertainty offset by diplomatic progress that has supported equities while risks remain reflected in fixed income and commodities. It also highlights that the U.S. econ...

05/15/2026

LPL’s Chief Economist Jeffrey Roach analyzes supply shocks as a result of the Iran conflict, potential Fed actions, and the roles artificial intelligence could soon be playing in the wider economy.