Broadway Wealth Management of LPL Financial

10/15/2026

Some year-end decisions are easy to overlook because they do not happen every week. Healthcare coverage and account deadlines are a good example. Reviewing current elections, balances, and upcoming changes before the season gets busier can help reduce last-minute decisions.

Read the blog:
https://broadwaywealthmanagement.lpl.com/blog/preparing-for-year-end-key-healthcare-decisions-and-deadlines-to-tackle

10/14/2026

AI agents are being designed to do more than answer questions. They can complete tasks, organize information, and potentially manage some of life’s most frustrating administrative work.

The opportunity is significant, but so are the privacy considerations. This article offers look at the benefits and risks.

Personal bots, such as Meta’s Muse, OpenAI’s Dots, and Instinct, are raring to take on your to-do list.

10/12/2026

The weekly market commentary is now live on our website! Read the latest insights: https://broadwaywealthmanagement.lpl.com/weekly-market-commentary

LPL Research examines how steady bank lending, rising business loan demand, and improving credit conditions suggest companies remain confident enough to invest in growth despite higher interest rates. The commentary highlights resilient commercial lending activity, narrowing credit spreads, and the....

10/08/2026

Healthcare planning is part of the broader financial picture. The choices made during benefits season can affect cash flow, coverage, and how future medical expenses are managed. Taking time to review those pieces together can bring more clarity to the months ahead.

Explore the key decisions and deadlines:
https://broadwaywealthmanagement.lpl.com/blog/preparing-for-year-end-key-healthcare-decisions-and-deadlines-to-tackle

10/07/2026

It is easy to click through open enrollment and choose the same benefits as last year. But your needs may have changed.

This is a good time to review your health plan, savings accounts, and other workplace benefits to make sure your selections fit your current situation.

We cover a few important decisions and deadlines in our latest blog: https://broadwaywealthmanagement.lpl.com/blog/preparing-for-year-end-key-healthcare-decisions-and-deadlines-to-tackle

Open enrollment is your chance to make every benefit count.

10/06/2026

The weekly market commentary is now live on our website! Read the latest insights: https://broadwaywealthmanagement.lpl.com/weekly-market-commentary

LPL Research explores how higher interest rates, growing federal debt, and increased Treasury refinancing costs are putting pressure on the U.S. fiscal outlook and contributing to stress in the Treasury market. While warning signs are emerging, the commentary argues that current conditions do not ye...

10/02/2026

It's Long-Term Care Planning Month. Sending out a special thanks to caregivers everywhere!

10/01/2026

Year-end healthcare decisions are easier to manage before the calendar fills up. Coverage, workplace benefits, and healthcare accounts may each come with different choices and deadlines. A thoughtful review now can help you see what needs attention before year-end.

Read Preparing for Year-End: Key Healthcare Decisions and Deadlines to Tackle:
https://broadwaywealthmanagement.lpl.com/blog/preparing-for-year-end-key-healthcare-decisions-and-deadlines-to-tackle

09/30/2026

Education funding can be an important part of a family’s multigenerational wealth plan. As comes to a close, explore how costs compare at flagship universities nationwide and consider how your strategy can support the next generation without losing sight of your broader priorities.

Compare tuition and fees at the flagship public university in every state, along with average room-and-board costs.

09/29/2026

The weekly market commentary is now live on our website! Read the latest insights: https://broadwaywealthmanagement.lpl.com/weekly-market-commentary

This week’s Weekly Market Commentary discusses the market’s growing “wall of worry,” including geopolitical tensions, higher interest rates, and uncertainty surrounding AI-driven spending. While these risks could spark near-term volatility, the commentary explains why a supportive economic a...