Looking to diversify your reading this summer?
JPMorgan’s summer reading list from last year offers a timely perspective on the ideas shaping today’s most sophisticated investors.
Explore the full list below.⬇️
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A majority of multi-generational wealth doesn’t disappear because of markets—it’s often lost due to something less visible.
This week’s True or False explores what really impacts long-term legacy outcomes. ⬇️
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For business owners approaching retirement, the biggest financial impact often happens long before a deal is signed.
Which decision do you think most directly affects the after‑tax value of an exit?
➡️ Swipe to see the answer and the insight.
Today, we remember the men and women who made the ultimate sacrifice in service to our nation. May we honor their legacy through reflection, gratitude, and respect.
The markets and our offices are closed in observance of Memorial Day.
#MemorialDay
For high‑net‑worth retirees, taxes and income planning rarely operate in isolation.
Can Required Minimum Distributions affect Medicare premiums and tax rates, even when spending needs are already covered?
Find out in this week's #TuesdayTrivia ⬇️
Investing in retirement isn’t about standing still, it’s about staying aligned.
A disciplined plan, paired with the flexibility to adjust as circumstances change, can help support long‑term stability and peace of mind.
Swipe ➡️ through for tips.
In this week's Market Commentary, LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand.
Read it now.👇
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Each year, millions of retirees see their Social Security payments shift with COLA updates. For 2026, the question is: By how much?
This week’s True or False highlights that change.⬇️
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Mothers are leaders in many forms—executives, entrepreneurs, advisors, caregivers, advocates, and decision makers.
Today, we honor the women who balance ambition with responsibility and build futures with intention, vision, and care.
Happy Mother’s Day💐
Continuing our highlight of Small Business Week, this week’s #TuesdayTrivia question looks at how prepared small business owners really are when it comes to planning for the future of their business.
💡 Any guesses?
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Small Business Week is a reminder that success isn’t just about today, it’s about what’s next. From cash flow to growth, succession, and retirement, smart planning connects your business and your future.
#SmallBusinessOwners#EdinaMN#VictorID
Each year, millions of retirees see their Social Security payments shift with COLA updates.
For 2026, the question is: By how much?
This week’s True or False highlights that change.⬇️
#TuesdayTrivia#EdinaMN#VictorID#FinancialAdvisor
Planning for retirement means staying ahead of changing contribution limits. Today’s Tuesday Trivia puts your 401(k) knowledge to the test.
Check the options, make your guess, and see the answer below!
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We hope your Easter baskets were overflowing treats this weekend! 🧺🐰
Do you know how much candy do Americans buy for the holiday?
Cast your vote — then find out the real number in this week's #TuesdayTrivia.
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Where people choose to live has real implications for taxes, lifestyle, & future planning. Idaho’s steady inbound migration remains a key factor for many relocating families and today’s trivia takes a closer look at why.
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