Jonathon Allen, CFP®
Answers to 7 Common Questions About Social Security
We'll answer the most common questions about Social Security Retirement Benefits.
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Our Services
Jonathon Allen, CFP®
Jul 221 min
Midyear Outlook 2024: Still Waiting for the Turn
As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape. Trends from late 2023 have...
Jonathon Allen, CFP®
Jan 51 min
Transform Your Financial Future in 2024 with 5 Powerful Resolutions
About 30% of people surveyed by Forbes say they set New Year’s resolutions to improve their finances.
If you’re in that group, we can help!
Jim Parks, CFP, AIF
Aug 8, 20232 min
What are bonds?
Bonds are loans that investors make to governments, companies and other entities. When an investor buys a bond, they agree to lend...
Jim Parks, CFP, AIF
Jul 18, 20231 min
LPL Financial Research Midyear Outlook 2023: The Path Toward Stability
Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of...
Jim Parks, CFP, AIF
Mar 27, 20231 min
Please Welcome Ryan Hunt, MBA to the PWM Team
Ryan is looking forward to meeting you and delivering on our mission of helping our amazing clients plan with purpose for a life well lived.
Jim Parks, CFP, AIF
Feb 6, 20232 min
The Camino de Santiago: A Journey of a Lifetime.
The Camino de Santiago is a centuries-old pilgrimage route that stretches across Europe, ending at the Cathedral of Santiago de...
Jim Parks, CFP, AIF
Jan 4, 20232 min
Optimism and Hope for the New Year
As 2022 ended, many people shared what they anticipated in the new year. From a World Cup record to peak China, here are a few of the...
Jim Parks, CFP, AIF
Dec 15, 20221 min
LPL Financial Research Outlook 2023: Finding Balance
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no...
Jim Parks, CFP, AIF
Oct 18, 20222 min
Food for thought...
When markets are volatile, it is difficult to be an investor. Headlines shout about losses. Quarterly statements show a significant drop...
Jim Parks, CFP, AIF
Oct 5, 20222 min
The Weekly Wrap-Up.
It was a tumultuous week. In the United States, Hurricane Ian pummeled Florida and South Carolina. Analysts estimate the destruction in...
Jim Parks, CFP, AIF
Sep 27, 20222 min
Yeet! They added pumpkin spice.
You may be more familiar with some of the new words Merriam Webster added to its dictionary than others. Earlier this month, 370 words...
Jim Parks, CFP, AIF
Sep 13, 20223 min
Talk to Your Family About Estate Planning
Communication is Key in Estate Planning Not communicating your estate plan is like not having an estate plan at all. It’s key to...
Jim Parks, CFP, AIF
Sep 7, 20221 min
Back to school.
Across the country, school supplies have been purchased and many children have returned to the classroom to start a new school year. The...
Jim Parks, CFP, AIF
Aug 15, 20221 min
The Tipping Point and The Talking Point
Jim and I recently attended LPL Financial’s Focus 2022 annual conference, the largest national educational conference hosted by LPL. This...
Jim Parks, CFP, AIF
Aug 2, 20222 min
Company sales and profits were up in the second quarter.
A perceived dovish tilt at the Fed wasn’t the only reason stocks rallied last week. It’s earnings season – that wonderful time when...
Jim Parks, CFP, AIF
Jul 21, 20222 min
What's the difference between market volatility and risk?
Smooth sailing isn’t a term anyone would use to describe 2022. So far, it has been a remarkably volatile year. On more than half of the...
Jim Parks, CFP, AIF
Jul 12, 20222 min
Thinking about retiring outside the US?
There are lots of amazing places to retire in the United States but retiring elsewhere can be an attractive alternative. Some countries...
Jim Parks, CFP, AIF
May 24, 20222 min
About loss aversion, bear markets and recessions...
Here’s something to remember during volatile markets when the desire to sell may be strong: Our brains are hard-wired to avoid loss....
Jim Parks, CFP, AIF
May 17, 20222 min
Here's the most important question: Do you think the stock market will recover?
The editors of Business Week once thought the answer was a resounding, “No.” On August 13, 1979, the cover of the magazine declared: The...
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