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Today's Date:
Friday, December 04, 2020
Home of the Retirement Geeks

Recent  News & Articles

Check out some of the latest articles
of our LPL Research Team
Midyear Outlook 2020

LPL Financial Research Midyear Outlook 2020: The Trail to Recovery LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual economic and market recovery. Plus, learn how stocks may predict the next president! It’s still going […]

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Client Letter: July 2020

Dear Valued Investor, The July Fourth holiday will be very different this year. Although we hope you enjoy time with family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may take a seat at the picnic table. We continue to believe our doctors and medical […]

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We Care

Charitable Giving as Part of Your Financial Planning Jon Dewar and the RetirementGeeks are passionate about giving back and supporting the local community. When we meet with a client about their retirement planning the subject of charitable giving often comes up in conversation. Depending on a client’s situation we often recommend some form of charitable […]

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Facebook Posts

4 weeks ago


With more clarity on USA President, now vaccine, one can understand some optimism...

...the Senate seats are another big data point that will take some time to clear up.

Let's talk about your latest retirement portfolio market-risk comfort level :-)
... See MoreSee Less

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1 month ago


CNBC featuring LPL Financial, regarding this crazy election... Vote! ... See MoreSee Less

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Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: California, Florida, Indiana, Iowa, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, South Carolina, Texas, and Virginia. RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.

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