Chris A. Zambrano, CFP, CRPC

05/12/2026

🏦 Big shift happening at the Federal Reserve! Jerome Powell is out ➡️ Kevin Warsh is in… and his approach to policy couldn’t be more different.

Smaller Fed footprint ➕ Less forward guidance ➕ A steeper yield curve ➕ And more rate volatility ahead.

Here’s what the LPL Research team is saying—and what it means for your portfolio. 👇

🔗🗞️ https://bit.ly/fed-warsh

Drop a comment: Does this change how you’re thinking about your bond allocation? 💬

05/08/2026

📊 Market shift in motion

In April, U.S. large caps regained dominance—and ETF flows are backing it up.

💸 Where money moves often tells the real story.

If you want a clearer picture of current market trends, these slides are a solid breakdown!

⬅️ Slide left for more details 👀

☀️🎼

10/18/2025

📊 It’s been another eventful week in the markets! At a crossroads? Here’s What You Need to Know:

The latest Weekly Market Performance update from LPL Research breaks down what’s driving recent volatility—and what smart investors should be watching right now.

🔍 Is this a short-term dip or a signal of broader economic shifts?
💼 As always, perspective is key—and I’m here to help you navigate it with clarity and confidence.

👉 Read the full update by clicking the link.

📩 Let’s talk if you’re wondering how these trends may impact your plan.

LPL's Weekly Market Performance for the week of October 13, 2025, highlights ongoing trade concerns, credit and regional bank jitters, and recent earnings.

10/14/2025

📢 A Quiet Win for Investors: New IRS Capital Gains Brackets in 2026!💰

The IRS has released updated income thresholds for capital gains tax brackets, effective starting in 2026 — potentially increasing how much you can earn before paying federal taxes on long-term capital gains (from assets held more than one year).

Here’s what the new 0% brackets will look like:

✅ Single Filers: up to $49,450
✅ Married Filing Jointly: up to $98,900
✅ Married Filing Separately: see the chart in slide 3

➡️ These changes may offer new opportunities for tax-efficient investment planning. While tax laws are always subject to change, understanding the current rules can help inform long-term strategies.

This applies to assets like stocks, real estate, and certain digital assets held over a year.

🧠 Planning ahead is essential — especially when tax thresholds shift. How might this affect you? Let’s talk about how to position your portfolio and tax strategy for maximum advantage in 2026 and beyond.

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📸 Slides by Moby Invest

🔍 This post is for educational purposes only and does not constitute financial, tax, or legal advice. Please consult a qualified professional for personalized guidance.

09/03/2025

Love the 24/7 Employee Riddle... Wait for the Ribbon Analogy! 📏👀🤯

💪 "Live Life on Steroids"

💡 "What You've Got Left... Is What You've Got Left..."

🤩 "Live Like You Dream!"

The School Of Hard Knocks is one of the coolest channels/accounts I started following on social media for the insightful and fun videos of entrepreneurs! Every once in a while, there's an interview that just hits the target for me 🎯 so I thought I'd share so maybe it'll hit home for you too... Enjoy!

08/28/2025

Summer may be slowing down, but market activity often picks up in September. 🍂 Historically, this month has shown more volatility than the quieter summer weeks—but every year brings its own story.

We’ve highlighted 5 key insights on what history shows and how to keep perspective as the month begins. ➡️

LPL Research provides insight into the weak September seasonality trend for stocks.

08/21/2025

Fannie Mae & Freddie Mac were placed into federal conservatorship after the Global Financial Crisis 2007-08.

President Trump said he's now working to take the companies public again (a.k.a. "privitization"). Watch this video to explore the possible effects on interest rates, housing market, & more:

LPL’s Chief Fixed Income Strategist, Lawrence Gillum, explores possible changes to the mortgage finance space and what potential effects could look like.

09/04/2024

Original post from old page, dated May 24, 2024:
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🙏 Thank you to the military men & women who have served our country.

😔 On Monday, we especially remember those who made the ultimate sacrifice and gave their lives while serving.

🗽 May you all have a meaningful Memorial Day and a nice long weekend!

5.27.24