LPL Financial - Chesterfield, MO

10/23/2026

You probably wouldn't hand over the keys to your business without instructions.

So why take that approach with your wealth?

Trusts can provide greater direction over how and when assets are distributed while supporting goals involving family, philanthropy, taxes, and legacy planning. The catch is that there isn't one "best" trust. The right structure depends on what you're trying to accomplish. Before choosing a vehicle, define the destination.
https://www.lplmycfo.com/blog/trust-structures-for-wealthy-individuals

10/21/2026

LPL Research examines how personal AI agents may disrupt businesses that rely on consumer inertia while leaving strong competitive moats intact. Read your Weekly Market Commentary here: https://www.lplmycfo.com/weekly-market-commentary

10/17/2026

Many business owners spend decades creating wealth. Far fewer spend time preparing future generations to manage it.

A lasting legacy involves education, communication, and a shared understanding of long-term family goals. Wealth transfer is important. Wisdom transfer may be even more valuable.
https://www.lplmycfo.com/blog/strategies-for-managing-wealth-across-multiple-generations

In the world of wealth management, simply having a financial plan is no longer enough. We are bearing witness to an era of wealth transfer unprecedented in history. As Baby Boomers pass their accumulated wealth to future generations,...

10/16/2026

Happy 18th work anniversary, Tim! Today, we’re celebrating 18 years of dedication, hard work, and contributions to our team. We’re grateful for everything you’ve brought to the organization over the years and look forward to many more milestones together. Congratulations, Tim!

10/15/2026

Medicare Open Enrollment begins today and runs through December 7. Coverage changes become effective January 1, 2027.

10/14/2026

LPL Research examines resilient business lending, narrowing credit spreads, and a housing market constrained by the growing mortgage rate lock-in effect. Read your Weekly Market Commentary here: https://www.lplmycfo.com/weekly-market-commentary

10/09/2026

Successful families often discover that tax planning, estate planning, and investing shouldn't exist in separate conversations.

When these strategies work together, they can better support family goals, charitable objectives, business interests, and long-term wealth management priorities.
https://www.lplmycfo.com/blog/coordinating-tax-estate-investing-strategies-complex-households

10/08/2026

As a reminder, October 15 is the final deadline for individuals who filed a 2025 federal tax extension.

10/07/2026

LPL Research examines rising government debt costs, Treasury market stress, and what investors should watch as higher rates reshape the fiscal outlook. Read your Weekly Market Commentary here: https://www.lplmycfo.com/weekly-market-commentary

10/02/2026

A liquidity event can create tremendous opportunity, but without proper planning, taxes, investment decisions, and lifestyle changes can quickly become overwhelming.

The best time to prepare is before the check arrives.
https://www.lplmycfo.com/blog/advanced-planning-for-liquidity-events