Tom represented Trax Wealth Management at LPL’s Business Leaders Forum at The Wharton School.
The event offered insights on leadership, innovation, and the future of wealth management—ideas we look forward to applying for our clients.
#WealthManagement#LeadershipDevelopment
Tech jobs aren’t shrinking—they’re relocating.
In 2025, growth is moving beyond big hubs like CA & TX to rising states like Utah and Illinois. AI is reshaping where (and how) opportunities grow.
#TechJobs#FutureOfWork#WealthManagement
Most breaches start with identity — not software flaws.
90% reveal identity weaknesses.
65% of initial access is identity-driven.
🔐Identity is the master key.
#CyberSecurity#IdentitySecurity#WealthManagement
LPL Research has released Outlook 2026: The Policy Engine, exploring the economic, market, and policy forces shaping the year ahead. Dive into the full-year outlook and see what may drive markets in 2026.
👉 Read the full report: https://t.co/JsvHf0hgoI
As 2026 begins, economists are watching inflation, Fed policy, jobs, housing, AI, and whether market gains broaden. The outlook points to gradual adjustment, not dramatic shifts.
#EconomicOutlook#USEconomy#MarketTrends https://t.co/NEOVA2VpCg
Understanding where your income falls across tax brackets can reveal meaningful planning opportunities. A proactive review can help you make more informed decisions about income, deductions, and long-term strategy.
#TaxPlanning#WealthStrategy#FinancialAdvisory
Our December newsletter offers timely perspective on recent market trends, where we are at in the current bull cycle, and how the events of 2025 fit into a long-term financial strategy. A great read as we look ahead to 2026.
#MarketInsights#FinancialWellness#WealthManagement
Small, consistent choices today create long-term financial stability. And it starts with one simple shift: save first, spend second. 💰🔥
#FinancialWisdom#MoneyMindset#WealthBuilding
Scammers don’t take the holidays off. As online shopping and charitable giving ramp up, so does fraud. Stay alert to red flags - keep personal and financial information secure this season with tips from our November newsletter!
#HolidayScams#FraudPrevention#FinancialWellness
The One Big Beautiful Bill (OBBB) Act, passed July 4, raised new questions the IRS is now tackling. The agency does this yearly—but OBBB adds new twists. Here’s a look at the 2026 Federal income tax brackets.
#OBBBA#FinancialInsight#WealthManagement
Markets dipped sharply amid renewed U.S.–China trade tensions—but long-term investors know volatility is part of the process.
Stay focused, stay balanced, and don’t let short-term noise derail your goals.
#Investing#Markets#Economy#TradeTensions
Since 1981, the U.S. has had 15 gov't shutdowns, totaling 97 days.
The first was under Reagan (1981), and the latest began Oct 1, 2025, under Trump.
A look at how these funding lapses have evolved over four decades.
#GovernmentShutdown#PublicPolicy#USEconomy#CivicEducation
Government shutdown in the news? History shows shutdowns haven’t caused lasting drops in the market.
The best approach: keep your focus long term.
💬 Want to discuss how this applies to your plan? Let’s talk.
#MarketTrends#StockMarket#WealthManager
Interest-rate forecasts are often wrong—even from experts—making them a risky guide. Flexible, actively managed strategies adapt to changes and keep investors focused on long-term goals.
#InterestRates#FinancialLiteracy#WealthManagement
Ever read Don Quixote? The phrase “tilting at windmills” means fighting imaginary foes. Let’s adapt it: “tilting at the Fed”—don’t fight battles with the Fed before it decides on rates. #InterestRates#TheFed#WealthManagement
🚢From ships to shares - the history of how stocks came about 📊
Check out the TWM LinkedIn for the full story behind how the first “stocks” were tied to sea voyages, and today are traded w/ a tap.
#Stocks#InvestingBasics#WealthManagement
Trax Wealth is back from #LPLFOCUS—3 days of insight, AI, tax strategies, & Anna Kendrick asking: What if you could?
Bonus: Ixy & Cearra snapped a pic with the LPL sign 📸 #WhatIfYouCould#WealthManagement@LPLFinancial
“OBBA” - See what’s in the One Big Beautiful Bill Act that may help save you on taxes! Check it our in TWM's August Newsletter & LPL's Strategic Guide for Investors.
Head to https://t.co/odRbPnQyj9 and scroll down to sign up!
#OBBBA#financialinsight#WealthManagement