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

Pearl Harbor Day

Posted in: Financial Planning
December 7th, 2016

By Bill Sornstein

75 years ago today.  December 7, 1941.  “A date which will live in infamy…” This was the defining moment of “The Greatest Generation”.  A day never to be forgotten.  It unified and mobilized our nation as never before. When the movie Pearl Harbor came out in 2001, I took my Dad to see it.  There is a scene in the film that shows crew members trapped below decks.  You [. . .]

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Giving Thanks

Posted in: Financial Planning
November 23rd, 2016

By Bill Sornstein

We hope you enjoy this most uncommercial of holidays.  A time to share food with family and friends.  A time to count our blessings.  High among these is the freedom to enjoy our “life, liberty and pursuit of happiness” as a citizen of this great country. Happy Thanksgiving to you and yours! [. . .]

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What's Next?

Posted in: Financial Planning
November 15th, 2016

By Bill Sornstein

Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This outcome marks a significant reversal from just a few weeks ago when a Hillary Clinton presidency was highly probable and even a Democratic party sweep of Congress wa [. . .]

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LPL Research Blog

Posted in: Financial Planning
February 9th, 2016

By Bill Sornstein

Get the latest research and market updates from LPL Financial's Research Team at lplresearch.com[. . .]

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Market Volatility Commentary

Posted in: Financial Planning
August 26th, 2015

By Bill Sornstein

The following items are from LPL Financial:
  • Letter from the Chief Investment Officer at LPL, Burt White, regarding the current market volatility
  • Weekly Market Commentary from the LPL Research Department
If you have any questions, please contact me at 714-560-1679. LPL Research Letter 2015-08-24 [. . .]

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LPL 2015 Midyear Outlook

Posted in: Financial Planning
July 13th, 2015

By Bill Sornstein

Here is the short (2 page) summary of LPL Financial's Research Department midyear outlook for 2015:  2015 Midyear Outlook abridged.  If you would like to read the full (27 page) whitepaper or if you have any questions, please email me at bill@tricirclefinancial.com[. . .]

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LPL 2015 Midyear Outlook Video

Posted in: Financial Planning
July 13th, 2015

By Bill Sornstein

Check out the new video from LPL Research.  It is only 6 minutes long and highlights many of the themes contained in their 2015 Midyear Outlook:  [embed]https://www.youtube.com/watch?v=5mjELbGM87c&feature=youtu.be[/embed] [. . .]

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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.