Broadway Wealth Management of LPL Financial

06/03/2026

Building wealth is one thing. Making it last is another.
For Bay Area professionals in tech and healthcare, retirement planning often comes down to clarity around spending, thoughtful diversification, and staying flexible over time.
If you’re starting to think about what this looks like for you or your family, our wealth management checklist can help organize the bigger picture: https://broadwaywealthmanagement.lpl.com/download-of-your-wealth-management-checklist

Planning for retirement requires accurately estimating spending needs and consulting a financial advisor. Diversifying retirement savings into safer assets can protect against market downturns. Tracking expenses and adjusting spending during retirement are crucial to avoid depleting savings.

06/02/2026

Strategy is your strongest asset. Use our commentary to protect and grow wealth. https://bit.ly/3XAo9R3

05/27/2026

Active or passive investing? Both have a role. This article explains the trade‑offs and why many portfolios benefit from balance, not extremes.
You’ll also find our Wealth Management Checklist on our site to help tie those choices into a broader plan: https://broadwaywealthmanagement.lpl.com/download-of-your-wealth-management-checklist

Active and passive portfolio management both have advantages and disadvantages.

05/26/2026

Knowledge turns uncertainty into strength. Explore this week’s market insights. https://bit.ly/3XAo9R3

05/25/2026

Sign up to join us on May 27 for this month's webinar on Social Security & Medicare -https://broadwaywealthmanagement.lpl.com/upcoming-events

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

05/23/2026

Today we recognize Administrative Professionals Day and our team members Jenny and Katelyn whose organization, attention to detail, and steady support make everything run more smoothly.
Your work often happens behind the scenes, but its impact is felt every day. Thank you for the professionalism, dedication, and care you bring to your roles. We truly appreciate all that you do.

05/22/2026

Mental Health Awareness Month is a reminder to check in—with ourselves and with one another.
Well‑being is shaped by many things, including balance, support, and the space to pause when needed. Taking care of mental health is an important part of taking care of the whole person.
This month, and always, we encourage compassion, conversation, and the understanding that it’s okay to slow down and ask for support.

05/21/2026

Join us on MAY 27 for this month's webinar on Social Security & Medicare. Sign up today at https://broadwaywealthmanagement.lpl.com/upcoming-events

05/20/2026

For many retirees, learning to spend what they saved without guilt is key. There's an emotional side of retirement and clarity around spending matters just as much as accumulation.

We put together a Wealth Management Checklist that helps connect the planning side of retirement with how you actually want to live: https://broadwaywealthmanagement.lpl.com/download-of-your-wealth-management-checklist

For some people, spending the money they've saved in retirement can be the most difficult part of the process.

05/19/2026

Opportunity is never obvious. Our update helps you spot what others miss. https://bit.ly/3XAo9R3