Broadway Wealth Management of LPL Financial

10/26/2026

The weekly market commentary is now live on our website! Read the latest insights: https://broadwaywealthmanagement.lpl.com/weekly-market-commentary

Earnings season is underway with corporate America facing elevated expectations. Investors are focused on whether technology and AI can continue driving growth, how companies are managing a challenging macro environment, and whether profit margins can keep expanding amid inflation, higher borrowing....

10/26/2026

Sign up to join us on Wednesday, October 28th for this month's webinar on our Market Update -https://broadwaywealthmanagement.lpl.com/upcoming-events

10/22/2026

A good year-end review includes more than investments and taxes.
Healthcare decisions deserve a place in the conversation too. Coverage, benefits, and account details can influence both near-term expenses and longer-term planning.

Here are the areas worth reviewing:
https://broadwaywealthmanagement.lpl.com/blog/preparing-for-year-end-key-healthcare-decisions-and-deadlines-to-tackle

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10/22/2026

Join us on Oct 29 for our Market Update Webinar. Register here: https://broadwaywealthmanagement.lpl.com/upcoming-events

10/21/2026

Open Enrollment season is here. It can feel overwhelming, especially when plan details, prescription coverage and provider networks may change from year to year.

Before making a decision, take time to review your Annual Notice of Changes, compare the plans available to you and understand how each option could affect your prescriptions, pharmacy and physicians. A little homework now can help you make a more informed choice for 2027.

Read the article for five important reminders.

Medicare Open Enrollment for Part D drug plans in 2027 looks to mean fewer plans and higher premiums.

10/20/2026

The weekly market commentary is now live on our website! Read the latest insights: https://broadwaywealthmanagement.lpl.com/weekly-market-commentary

Personal AI agents could reshape consumer behavior by making it easier to compare prices, switch providers, and manage purchases, potentially pressuring businesses that benefit from customer inertia. LPL Research explains that companies with strong brands, customer loyalty, and differentiated produc...

10/15/2026

Some year-end decisions are easy to overlook because they do not happen every week. Healthcare coverage and account deadlines are a good example. Reviewing current elections, balances, and upcoming changes before the season gets busier can help reduce last-minute decisions.

Read the blog:
https://broadwaywealthmanagement.lpl.com/blog/preparing-for-year-end-key-healthcare-decisions-and-deadlines-to-tackle

10/14/2026

AI agents are being designed to do more than answer questions. They can complete tasks, organize information, and potentially manage some of life’s most frustrating administrative work.

The opportunity is significant, but so are the privacy considerations. This article offers look at the benefits and risks.

Personal bots, such as Meta’s Muse, OpenAI’s Dots, and Instinct, are raring to take on your to-do list.

10/12/2026

The weekly market commentary is now live on our website! Read the latest insights: https://broadwaywealthmanagement.lpl.com/weekly-market-commentary

LPL Research examines how steady bank lending, rising business loan demand, and improving credit conditions suggest companies remain confident enough to invest in growth despite higher interest rates. The commentary highlights resilient commercial lending activity, narrowing credit spreads, and the....

10/08/2026

Healthcare planning is part of the broader financial picture. The choices made during benefits season can affect cash flow, coverage, and how future medical expenses are managed. Taking time to review those pieces together can bring more clarity to the months ahead.

Explore the key decisions and deadlines:
https://broadwaywealthmanagement.lpl.com/blog/preparing-for-year-end-key-healthcare-decisions-and-deadlines-to-tackle