Tower 68 Financial Advisors

Tower 68 Financial Advisors Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

We’re your wealth management partners — providing you with the experience and skills to navigate ever-changing markets, and the stability to address any financial challenge. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any res

ident of any other state. Kenneth South is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. CA Insurance License: 0A75043

Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/

Q3 is here—are your finances positioned to help you finish the year strong? Are your savings, investments, cash flow, an...
07/17/2026

Q3 is here—are your finances positioned to help you finish the year strong? Are your savings, investments, cash flow, and protection strategies still aligned with where you want to go?

A mid-year financial check-in can help you:
✅ Evaluate progress toward your goals
✅ Identify opportunities and potential gaps
✅ Adjust strategies based on life changes
✅ Refocus on priorities for the remainder of the year

If you have questions about your financial roadmap, the team at Tower 68 Financial Advisors is here to help.

📍 Learn more or connect with us: www.tower68.com

This is a big week for inflation as we get the Consumer Price Index, and the Producer Price Index reports. But more impo...
07/15/2026

This is a big week for inflation as we get the Consumer Price Index, and the Producer Price Index reports. But more important seems to be front and center in the news: the plight of AI.

Is it still growing at an unquenchable rate or is it reflecting all things that can be good about it? In this week’s note, I go over a peculiar phenomenon that we are experiencing today where earnings are going up at a rate some much faster than prices are that stocks are actually getting cheaper!

Check out this week's Views From the Tower here 👉 https://tower68.com/blog/is-ai-a-bubble-or-is-the-misunderstanding-of-the-space-a-bubble

🎓 To the Class of 2026: Your graduation money is more than a gift—it's an opportunity.Many financial experts agree on on...
07/09/2026

🎓 To the Class of 2026: Your graduation money is more than a gift—it's an opportunity.

Many financial experts agree on one thing: starting early matters. Whether it's:
🔶 Building an emergency fund
🔶 Contributing to a retirement account
🔶 Investing consistently

Time is one of your greatest financial assets. Before you spend every graduation dollar, take a few minutes to read these valuable lessons from financial leaders on creating long-term financial success.

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question Steve Rosen put to a diverse group of financial experts and financial education advocates — and they passed along their answers to this...

We are entering the most profitable time of the year if the last 20 years are any indication. At the same time, this mid...
07/08/2026

We are entering the most profitable time of the year if the last 20 years are any indication. At the same time, this midterm presidential year has not acted in normal fashion.

In this week’s note, we touch on what the current issues are that I am paying attention to and also address what is happening in the markets currently. This might give us some clues as to what we could look for going forward.

Check out this week's Views From the Tower here 👉 https://tower68.com/blog/stocks-enter-their-strongest-seasonal-stretch-of-the-year

As America celebrates 250 years of independence, there's another milestone worth recognizing: we've nearly doubled life ...
07/06/2026

As America celebrates 250 years of independence, there's another milestone worth recognizing: we've nearly doubled life expectancy over the past two and a half centuries.

The question now isn't just how long we'll live, but how well we'll live those extra years.

This thought-provoking article explores the opportunities and challenges of longer lives, from financial planning and retirement to independence, purpose, and quality of life.

📖 Continue reading below

As America marks 250 years, rising U.S. life expectancy may be one of its greatest achievements. The next challenge: turning added years into better lives.

Celebrating freedom, progress, and our nation's birthday 🎆This Fourth of July, we honor the spirit of independence that ...
07/04/2026

Celebrating freedom, progress, and our nation's birthday 🎆

This Fourth of July, we honor the spirit of independence that built our nation—and carries forward in every goal set, every milestone reached, and every future secured.

Wishing you a safe and meaningful Independence Day.

The market is going higher, and companies are getting cheaper at the same time. What gives? The measurement shows that p...
07/01/2026

The market is going higher, and companies are getting cheaper at the same time. What gives? The measurement shows that prices of companies are rising but not rising as fast as earnings are. Last time I checked, this was a good thing!

As we move into the 4th of July holiday on the 250th birthday of our wonderful country, I would like to toast you all to American Exceptionalism and the enjoyment of the fruits of this labor. Please pour yourself whatever makes you happy and dive into this week’s report. I hope you enjoy our perspective.

👉 https://www.tower68.com/blog/is-ai-a-black-swan-or-a-white-swan-for-the-entire-market

Closing the chapter on June and stepping confidently into what’s next. 📈June was about wins—big and small—progress made,...
06/30/2026

Closing the chapter on June and stepping confidently into what’s next. 📈

June was about wins—big and small—progress made, and momentum built. Now it’s time to reflect, realign, and refocus for the rest of summer.

As we look ahead to July, we’re dialing in goals, reviewing portfolios, and strengthening savings strategies to keep our clients moving forward with purpose. Because success isn’t just what you earn—it’s what you build over time.

Here’s to a strong finish and an even stronger start. 💼✨

As we round the corner on the first six months of the year the proverbial question that arises in a rising market is, wh...
06/24/2026

As we round the corner on the first six months of the year the proverbial question that arises in a rising market is, what’s next? Is the market able to continue its advance? Has it fully reflected everything that has been good? And most importantly, midterm and new Fed chairman aside, what has the market done on average over the last twenty years that could give us some indication of what to expect for the remainder of the year?

Check out this week's Views From the Tower here 👉 https://www.tower68.com/blog/good-news-is-everywhereso-why-are-markets-hesitating

Happy Father’s Day from all of us at Tower 68 Financial Advisors.💙 Some of the best financial advice we’ll ever receive ...
06/21/2026

Happy Father’s Day from all of us at Tower 68 Financial Advisors.💙 Some of the best financial advice we’ll ever receive sounds a lot like something Dad used to say:

• “Save a little from every paycheck.”
• “Don’t spend more than you earn.”
• “Plan ahead—you’ll thank yourself later.”
• “Take care of what you have.”

Simple, practical, and easy to overlook—but lessons that stand the test of time.

This Father’s Day, we celebrate the fathers and father figures who’ve passed down wisdom that goes far beyond finances.

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610 Newport Center Drive, Suite 1520
Newport Beach, CA
92660

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