Bespoke Private Wealth of LPL Financial

14241 Dallas Parkway,

Suite 610
Dallas, TX 75254


Monday, February 26, 2024

Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love.

Monday, February 5, 2024

Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate. Estate planning isn't just for the wealthy.

Tuesday, January 23, 2024

It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to the standard deduction and tax brackets for the year 2024.

Saturday, January 6, 2024

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital.

Monday, December 18, 2023

Year-end financial planning can help you assess your family’s financial situation, identify areas for improvement, and set achievable goals for the future. Here’s a closer look at seven essential areas.

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Tuesday, December 12, 2023

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down.

Monday, November 20, 2023

You may sometimes hear the terms "estate planning" and "asset protection" used interchangeably. They actually have different meanings, and it's important to incorporate both strategies into future financial plans.

Monday, November 13, 2023

When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning. That is one aspect of their job.

Friday, October 27, 2023

Investing can be a roller coaster—and, when the market starts dropping, it may even feel more like a haunted house. With recession fears mounting, what can investors do to stay the course and escape unscathed?

Tuesday, October 17, 2023

You may sometimes hear the terms "estate planning" and "asset protection" used interchangeably. They actually have different meanings, and it's important to incorporate both strategies into future financial plans.

Monday, September 25, 2023

There are five estate planning documents you may need, regardless of your age, health, or wealth: 1. Durable power of attorney, 2. Advance medical directives, 3. Will, 4. Letter of instruction, 5. Living trust

Monday, September 11, 2023

A recent survey by found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right people.

Tuesday, August 15, 2023

As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and investing as a business owner, there are other paths you could consider.

Tuesday, August 8, 2023

Financial education is constantly evolving. As investments, financial priorities, and the economy change, so do financial strategies and plans.

Tuesday, July 25, 2023

If recent market volatility has you questioning your opportunities for financial freedom, you are not alone.

Tuesday, July 11, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme...

Monday, June 12, 2023

Fixed-income investments such as bonds, Treasury bills, and Certificates of Deposit (CDs) provide a steady income stream and are generally considered to be less risky than other types of investments such as equities. Read on for more.

Tuesday, June 6, 2023

With a significant portion of Americans withdrawing money from their 401(k)s when they change employers, understanding the value of 401(k) rollovers is essential to preserving a confident financial future. Here's more information.

Monday, May 22, 2023

Getting ready for retirement involves more than just calculating how much you will need and the rate you can draw down your savings. Here are a few exercises that you can take to get ready for the reality of retirement.

Tuesday, May 9, 2023

In the midst of inflation, war, and stock market volatility, money worries may be one of the biggest sources of stress. What might a financial professional do to help you navigate money stress?

Saturday, April 22, 2023

As you near retirement, it's likely you'll have many questions about Social Security. Be aware of these three advantages that Social Security offers.

Monday, April 10, 2023

With April’s federal tax filing and payment deadline on the horizon, are you confident you have everything in order to make your tax filing go as smoothly as possible? Here are five last-minute details to double-check before Tax Day.

Monday, March 27, 2023

OverviewAs we expected, the Federal Reserve (Fed) raised the fed funds rate by 0.25%, pushing the upper bound to 5.00%.Financial conditions were stable enough for the Federal Open Market Committee (FOMC) to release updated projections,...

Monday, February 27, 2023

The first step to managing a credit score is to understand how it is calculated. Read this guide to help you on your way to achieving financial freedom.

Monday, January 23, 2023

A focus on estate planning can help caregivers determine the next steps for those they look after, and provide better peace of mind.

Monday, January 23, 2023

Whether you are classified as a millennial, Gen Xers, women, or you are in your 40s-50s, retirement planning is a must. Michael shares key retirement planning tips for a successful retirement.

Sunday, January 1, 2023

Most investors do not comparison shop when choosing a financial advisor. Here are some tips you can follow when you're choosing a financial professional.

Thursday, December 15, 2022

If the end of the year has you in planning mode, you’re not alone—starting a new year may be a great opportunity for a review and renewal. What steps might you take for next year?  Use this end of year checklist to help you make a plan.

Sunday, December 11, 2022

The first step to improving your finances is to get organized. These Amazon finds can help you create a monthly budget, plan your spending, and safely store your important insurance or personal documents for easy access wherever you are.

Tuesday, December 6, 2022

In 2023, we look to equity markets to find balance between key macroeconomic factors—inflation, interest rates, and Fed policy—and business fundamentals. Our economic and market forecasts for 2023 can help us navigate the year ahead.

Monday, November 21, 2022

Shoppers spend nearly $20 billion every year on Small Business Saturday.1  If you’re not familiar with this particular holiday, it takes place in the U.S. the day after Black Friday in November, and a few days before Cyber...

Thursday, November 10, 2022

What are appropriate checklists for year-end tax planning?Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different...

Sunday, October 23, 2022

More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can guarantee complete safety on the Internet,...

Monday, October 10, 2022

Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them...

Monday, September 26, 2022

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

Wednesday, September 14, 2022

With more and more seniors aging in place, the rise in caregivers who are not health professionals has begun to increase as well. Informal caregivers may find that their work is rewarding, since they ensure that their loved one is...

Monday, August 8, 2022

According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for the 2021-2022 school year was $10,740 for in-state students and $27,560 for out-of-state...

Sunday, July 31, 2022

In 2022, U.S. inflation hit a 40-year high, with prices for food, housing, gasoline, and other key staples increasing by nearly 10% over the previous year.1 During these uncertain times, stocks have continued a roller-coaster ride...

Tuesday, July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

Thursday, June 30, 2022

The golden rule of financial planning: if you can plan it, you can pursue itOver the past July 4th, we celebrated our country’s history of declaring independence and guaranteeing basic human freedoms. But true freedom includes...

Tuesday, June 21, 2022

Your financial plan must be adaptable – you don’t set it and forget itAs summer heats up, it pays to take a good look at how flexible you are. When you plan for the future, you need to be adaptable. No one knows what...

Tuesday, June 7, 2022

If you're getting ready to buy a home, there are a few key steps you can take to prepare your finances for this major lifestyle shift. Here we discuss three things you can do to make the transition to homeownership as smooth as...

Monday, May 23, 2022

The start of the year has come and gone. You may find that the goals and resolutions you set at the start are no longer getting the attention they deserve. Whether you are feeling your motivation waning or feel like the goal is too far...

Wednesday, May 11, 2022

As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten employees, or some other tangible measure. However, financial professionals may...

Monday, April 18, 2022

Whether you dream of a travel-filled retirement or would prefer to relax and enjoy spending more time at home, you are probably wondering what you might consider to make your golden years as stress-free as possible.For those who spent...

Monday, April 4, 2022

Financial wellness is living a healthy economic life for yourself and feeling good about your financial situation. It is also an essential part of taking care of yourself and those around you. Financial wellness can mean different...