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SUMMER CHECK IN – Four Ideas
Summer Check-In: Four Things to Review Before the Season Gets Away By Tim Lyons | Financial Advisor, Lyons Resources Jupiter, Florida — Serving Northern Palm Beach County and the Treasure Coast Published: June 12, 2026 | Last Reviewed: June 12, 2026 This time of year, advisors are reviewing accounts and making sure portfolios are still…
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LPL partners with PGA of America
Published June 4, 2026 · Firm News · Tim Lyons LPL Financial Joins the PGA. Here’s What That Means for You. By Tim Lyons | Financial Advisor, Lyons Resources Jupiter, Florida — Serving Northern Palm Beach County and the Treasure Coast Published: June 4, 2026 | Last Reviewed: June 4, 2026 LPL Financial — the…
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Smarter Way to Give – QCD
If You’re 70½ and You Give to Charity, There’s a Smarter Way — Lyons Resources Published May 29, 2026 · Stewardship / Giving · Tim Lyons If You’re 70½ and You Give to Charity, There’s a Smarter Way. If you write a check to your church every month, or you tithe through the offering plate,…
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What Long-Term Care Actually Costs
What Long-Term Care Actually Costs — Lyons Resources Published May 22, 2026 · Family Planning / Life Stewardship · Tim Lyons What Long-Term Care Actually Costs — and Why the Number Surprises Most Families Last week I shared five questions worth sitting with before a care conversation becomes urgent. A few people wrote back with…
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AI & Your Retirement: The Goldrush Framework
Artificial intelligence isn’t coming. It’s already here — sitting in your inbox, writing your reports, booking your meetings. The question isn’t whether AI will change markets and retirement planning. The question is: What do you do about it? This is a framework for positioning portfolios and planning retirement in an economy being reshaped by AI…
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5 Questions for Mom
Mother’s Day Is Sunday. Before the Flowers, Ask Her These Five Questions. — Lyons Resources Published May 4, 2026 · Family Planning / Life Stewardship · Tim Lyons Mother’s Day Is Sunday. Before the Flowers, Ask Her These Five Questions. You’ll bring flowers this weekend. Maybe brunch. She’ll say you didn’t have to, and she’ll…
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A Five Year Market Outlook – March 2026
High-level overview of market themes and investment ideas.
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Beyond the Numbers | Value Investing Is Alive and Well | October 20, 2025
LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities from the Latticework 2025 event. https://www.lpl.com/content/dam/lpl-research/documents/beyond-the-numbers-october-2025.pdf
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Market Insight Quarterly | Q3 2025
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market. https://www.lpl.com/content/dam/lpl-research/documents/market-insight-quarterly-q3-2025.pdf
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Global Portfolio Strategy | Solid September, But Shutdown Clouds Start of October | October 7, 2025
Despite historical weakness in September, the S&P 500 was tracking above bullish targets, emerging markets showed renewed strength, and the Fed resumed rate cuts. Find out more from LPL Research in the October Global Portfolio Strategy. https://www.lpl.com/content/dam/lpl-research/documents/global-portfolio-strategy-october-2025.pdf
