Poulter Investment Advisors

06/23/2026

Municipal bonds often benefit from summer supply-demand shifts, as reinvestment flows and lighter issuance create a seasonal tailwind for prices and returns.

06/22/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

06/19/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

06/17/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

06/15/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

06/12/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

06/10/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

06/09/2026

LPL Research summarizes the current positioning of the managed futures industry.

06/08/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

06/08/2026

LPL's Weekly Market Performance for the week of June 1, 2026, highlights geopolitical tensions, AI earnings, and economic data that rippled across markets.