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TRI-CIRCLE FINANCIAL BLOG: Clear Financial Guidance for Businesses and Individuals

LPL Market Insight - First Quarter 2015

Posted in: Financial Planning
April 21st, 2015

By Bill Sornstein

LPL Financial has just published the first quarter update to their 2015 Outlook.  Some of the highlights from the update include:
  • Temporary factors drive first quarter slowdown
  • Stocks post ninth consecutive quarterly gain
  • Oversupply, Iran negotiations weighed on oil
  • Bonds keep their own winning streak intact
  • Alternatives saw broad-ba [. . .]

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What “Strange Inheritance” Are You Hiding?

Posted in: Financial Planning
April 13th, 2015

By Rachel Owens

The new FOX TV show “Strange Inheritance” is an object lesson in how families treat heirlooms and communicate their value.  One lesson inherent in these episodes is the need for the senior generation to clearly communicate their intent for their estates. In one episode, a family found an old comic book collection hidden in the wall of grandpa’s old house.  It turned out that they were worth over $1,000,000.  If this family had not been diligent in clearing out and reviewing the contents [. . .]

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Orange County Celebrates Family Business

Posted in: Financial Planning
April 13th, 2015

By Rachel Owens

In September of 1993, I hosted the first Family Business Council meeting for the California State University, Fullerton (CSUF) at my office in Irvine, CA.  Two of those attendees were John and Tom Summerfield of Cascade Pump.  Even though they were not sure their business would continue into the 3rd generation as a family owned business, they wanted to explore the challenges and opportunities of maintaining their parents business into the 3rd generation. On January 20< [. . .]

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Rachel Owens and William Sornstein are Registered Representatives with and Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Arizona, Iowa, Nevada and Texas.