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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.

About the Author

Bill Sornstein has over 35 years of experience as a financial advisor helping individuals and small businesses build and protect wealth for the benefit of their families, businesses, heirs and employees.  He lives in Santa Ana, CA with his wife Camillia and their dogs, Zack and Ella. His other interests include teaching Aikido and playing trumpet in a blues band. Link to full bio.

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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.