Heather Allen - Financial Planner

Heather Allen - Financial Planner I believe a strong retirement plan provides peace of mind. Call today!Licensed CA #4195984 NV #3807230

06/04/2026

LPL Research reveals why portfolio manager mistakes often seem smart in real time, and how subtle shifts in process, incentives, and risk can lead to avoidable underperformance.

06/02/2026

This week’s Weekly Market Commentary discusses how stock valuations appear elevated by traditional metrics, yet remain reasonable when viewed alongside supportive economic growth, inflation, interest rate, and earnings expectations. While optimism is largely priced in and future gains will depend ...

06/02/2026

LPL's Weekly Market Performance for the week of May 18, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.

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.

06/01/2026

LPL Research examines the technical setup supporting the rally in stocks, the catalysts driving momentum, and whether the current pace of gains is sustainable.

05/30/2026

LPL Research analyzes April ETFs, highlighting strong equity inflows, rising risk appetite, and renewed dominance of U.S. large cap stocks.

05/29/2026

Katie Stockton, founder of Fairlead Strategies, joins the LPL Market Signals podcast this week to share her disciplined, technically driven approach to navigating today’s markets. In the conversation, Katie breaks down her framework for analyzing price trends, momentum, and market breadth, offerin...

05/28/2026

AI-driven bond issuance by hyperscalers is reshaping IG credit, boosting supply and duration risk, and providing opportunities for income-focused investors.

05/27/2026

This week’s Weekly Market Commentary discusses the shifting leadership within commodity markets and highlights agriculture as an emerging area of opportunity after years of volatility across sectors. It explores how supply constraints, geopolitics, and historical cycles are shaping the outlook for...

05/26/2026

LPL Research’s Marc Zabicki analyzes the Iran Conflict as it approaches its 90-day mark, examining U.S. military, economic, and diplomatic strategy. In addition, Marc also provides commentary on recent equity performance and how investors could look at the current market.

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Grover Beach, CA

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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