Old Glory Financial

09/02/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

08/31/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

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08/28/2026

Proud to have earned my Certified Plan Fiduciary Advisor (CPFA®) designation! Looking forward to putting this knowledge to work helping retirement plan sponsors and participants achieve better outcomes.

The Certified Plan Fiduciary Advisor (CPFA®) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates your knowledge, expertise, and commitment to working with retirement plans. Financial advisors who earn their CPFA designation demonstrate th...

08/26/2026

LPL's Weekly Market Performance for the week of August 3, 2026, highlights a positive week for stocks, the July payrolls report, and mixed commodity moves.

08/24/2026

Fewer 401(k) savers are picking their own investments today than in years past. Most now hold a fund that adjusts its own mix over time or hand the account over to an advisor.

08/22/2026

LPL Research maintains an overweight to U.S. equities as AI-driven earnings and resilient growth support markets, while favoring quality and diversification.

08/19/2026

LPL Research discusses the relationship between stocks and Treasury yields when rates are elevated, and what this could mean for investors.

08/17/2026

Three experts agree family control, not money, is what risk analysis misses; they back an index scoring governance, learning, resources, and competitiveness.

08/15/2026

Find out how LPL Research’s building block model portfolios help advisors deliver personalized, professionally managed portfolios at scale.

08/12/2026

Roth IRA conversions have become an almost automatic recommendation in many planning conversations, and for good reason. But consider these six scenarios before signing off.