AJ Pisarri

08/26/2021

Check out LPL Financial Podcast: " We Don't Expect a Delta Derailment".

LPL Research strategists Jeff Buchbinder and Marc Zabicki discuss potential market impacts brought about by the Delta variant.

08/25/2021

Check out LPL Financial Research's Weekly Commentary on the market: “Why Stagflation Isn’t in the Cards".

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08/11/2021

As of August 10th, I am officially a CERTIFIED FINANCIAL PLANNER professional. A lot of work for just three letters, but definitely worth it.

This was a rare occasion when being stuck inside turned out to be a good thing. Special thanks to my wife for getting sick of being in the same room as me and indirectly motivating me to earn this designation.

07/31/2020

Now that you've bought a home, you may be under the impression that you're locked into your mortgage until you pay it off in full. You may be surprised to know that there are ways to save money on your mortgage while you're paying it off.

For the average American, a mortgage is the only feasible roadmap to owning a home. Instead of paying off someone else’s mortgage through rent, you...

07/30/2020

Concerned about rising college costs? 529 plans are now more flexible than ever—and you can use them to pay off student loans.

The 529 plan is more flexible than ever, allowing families to use funds for technical school or apprenticeship programs, or repay student loan debt.

07/28/2020

Becoming a homeowner is a milestone worth celebrating. Before you buy a home, consider these unseen costs and make sure you're financially ready.

Homeownership is part of the American dream. It’s one of the largest investments most people will make during their lifetime. There are many expenses that come with buying a home both initially and throughout the time you own it. Make sure you have the funds in place to avoid losing your home. The...

07/26/2020

There are many ways you can use your tax refund to build a financial cushion now. Here are five ways to help you decide what may work best for you. https://eqtble.co/3iC3Flf

07/25/2020

If you’re a small business owner who’s been hit hard by the effects of the pandemic, here are some strategies to help give you the best chance of recovery as things stabilize. https://eqtble.co/31YDqzA

07/24/2020

Your credit card bill will come every month, but it's possible to adjust payments to fit your lifestyle. Find out how making small adjustments can ensure you'll never miss a credit card payment.

You can't afford to miss a credit card payment and these tips will help you make sure you never do.

04/10/2020

Please review the March 2020 update by Brinker Capital "Protecting against
COVID-19 scams".

04/08/2020

On March 27, the President signed the Coronavirus Aid, Relief and Economic Security Act (CARES Act) into law. This $2 trillion emergency relief package was passed to address the economic impact from the COVID-19 pandemic.

To help you understand how the CARES Act may impact you, especially if you need to meet immediate financial obligations, we have developed this FAQ. Most importantly, know that I am here for you, to provide further information or discuss your concerns. We are in this journey together, and I’m committed to helping you navigate this time and to face your future with confidence.

06/12/2019

Congratulations to Brian Rodger for achieving the Rising Star award! I am very proud of what you've been able to accomplish in such a short time. Let this mark the beginning of a long and successful career, keep it up. Now get back to work...