Securities are offered through LPL Financial, member FINRA/SIPC. Investment advice is provided through Private Advisor Group, a Registered Investment Advisor. JBL Financial Services Inc. and Private Advisor Group are separate entities from LPL Financial. The content of this show is for general informational purposes and not specific to individual advice or recommendations. Historical performance is not a guarantee of future results, and all indices are unmanaged and cannot be invested into directly. Consult with your attorney or tax advisor for personalized guidance on legal or tax matters. Please note, insurance coverage depends on factors like health, occupation, and lifestyle, as determined by the insurance provider. 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. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CO, FL, GA, IL, IN, MO, MN, NC, TN, TX, KY, OH, SC, IA.
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Episodes
Monday Mar 25, 2019
Monday Mar 25, 2019
The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.
Monday Mar 18, 2019
Monday Mar 18, 2019
The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.
Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through JBL Financial, a registered investment advisor. JBL Financial and Jeff Lapidus separate entities from LPL Financial.
The case studies are situations are hypothetical situation based on real life examples. Names and circumstances have been changed.
Tuesday Mar 12, 2019
Tuesday Mar 12, 2019
Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through JBL Financial, a registered investment advisor. JBL Financial and Jeff Lapidus are separate entities from LPL Financial.
The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.
Guarantees are based on the claims-paying ability of the issuing company.
Monday Feb 25, 2019
Monday Feb 25, 2019
Mutual fund involves risk including loss or principal
The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.
JBL Financial and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Wednesday Feb 20, 2019
Wednesday Feb 20, 2019
The case studies are situations are hypothetical situation based on real life examples. Names and circumstances have been changed.
The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Sunday Dec 30, 2018
Sunday Dec 30, 2018
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Tuesday Sep 18, 2018
Tuesday Sep 18, 2018
The case studies are situations are hypothetical situation based on real life examples. Names and circumstances have been changed.
The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.
Sunday Aug 26, 2018
Sunday Aug 26, 2018
Sunday Aug 26, 2018
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