Cale Morin, CPA, CFP - Financial Advisor

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Cale Morin, CPA, CFP - Financial Advisor

You’ve worked hard to build your wealth. Thomas Cale Morin is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.

Now let’s make sure it’s working just as hard for you. | Retirement, investments & tax strategies | Here for the big decisions and everything in between and offers securities and investment advisory services solely through Equity Services, Inc., Member FINRA/SIPC, 123 N. Wacker Dr. Suite 600, Chicago, IL 60606 (312)236-2500. Lakeshore Financial Group is independent of Equity Services, Inc. Nationa

l Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Thomas Cale Morin is licensed to sell securities in Illinois and is insurance licensed in Illinois. An endorsement of this individual may not reflect others’ views or experience. Accounting services and tax advice are offered independently of Equity Services, Inc. TC117583(1020)P

10/03/2025

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | March 2025 U.S. Markets Stocks stumbled in February as stubborn inflation, mixed economic signals, and an evolving trade policy weighed on investors’ minds. The Dow Jones Industrial Average declined 1.58 percent while the Standard & Poor’s 500 Index fell 1.42 percent. T...

07/02/2025

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | February 2025 U.S. Markets Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback. The Dow Jones Industrial Average led, tacking on 4.7 percent. The Standard & Poor’s 500 stock index picked up 2.7 per...

08/01/2025

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025.

Quarterly Market Insights | January 2025 U.S. Markets Stocks posted solid gains in Q4 as investors navigated the presidential election, overseas unrest, and Fed rate cuts. The Standard & Poor’s 500 Index rose 2.07 percent, while the Nasdaq Composite surged 6.17 percent. By contrast, the Dow Jones ...

09/12/2024

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.

Monthly Market Insights | December 2024 U.S. Markets Stocks notched solid gains in November as post-election enthusiasm and holiday shopping combined to fuel the advance. The Dow Jones Industrial Average led, gaining 7.54 percent. The Standard & Poor’s 500 Index picked up 5.73 percent, while the N...

08/11/2024

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing."

Monthly Market Insights | November 2024 U.S. Markets Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits. The Dow Jones Industrial Average fell 1.34 percent, while the Standard & Poor’s 500 Index (S&P 500) sli...

07/10/2024

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4.

Quarterly Market Insights | Q3 2024 U.S. Markets Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter. The Dow Jones Industrial Average, which dipped in Q2, picked up 8.21 percent for the third quarter. The S&P 500 Index...

09/09/2024

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 U.S. Markets Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates. The Dow Jones Industrial Average rose 1.76 percent, while the S&P 500 Index tacked o...

08/08/2024

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 U.S. Markets Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates. The Dow Jones Industrial Average led in July, picking up 4.41 percent. The Standard & Poor’s...

09/07/2024

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the Standard & Poor’s 500 Index rose 3.92 percent, and the Nasdaq ...

Address

1 N Franklin Street Ste 3450

60606

Telephone

+16306490644

Website

https://www.lsfgchi.com/team/cale-morin, https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-pr

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