LPL / Newtown

LPL / Newtown

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LPL Newtown is an investment service company that provides comprehensive financial advice

American Portfolios Newtown is an investment service provider in Newtown, PA that provides a wide array of investments & financial planning services for clients. It is run by Senior Managing Director Ron Chakler with the help of his assistant, Stephanie Febles.

Insuring Your Second Home 02/12/2025

Second homes have unique risks and insuring them is different than a primary home.

Insuring Your Second Home There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Problems with Probate 02/10/2025

Many have heard they should avoid probate; do you understand what probate is and how it works?

Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.

Monthly Market Insights | February 2025 02/07/2025

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | February 2025 Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback.

The Investment Risk No One’s Ever Heard Of 02/07/2025

You face sequence of returns risk. Know what it is?

The Investment Risk No One’s Ever Heard Of You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Systematic Withdrawals in Retirement 02/05/2025

Periodic withdrawals in retirement may not be such a good idea.

Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic.

Mutual Funds vs. ETFs 02/03/2025

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Mutual Funds vs. ETFs Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Gap Insurance for Leased Cars 01/31/2025

a car? Consider gap to protect against losses that may not be covered by your current policy.

Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Emerging Market Opportunities 01/29/2025

If you'd like to participate in emerging markets, what are your options?

Emerging Market Opportunities What are your options for investing in emerging markets?

Why Everyone Needs an Estate Strategy 01/27/2025

If you don’t have an , here's some reasons why you should.

Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should.

RE: Retirement 01/24/2025

Your ideal may differ from reality, but we can work together to better align the two.

RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two?

Roth 401(k) vs. Traditional 401(k) 01/22/2025

Where will your retirement income come from? Do you know all the choices available?

Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Protecting Your Home Against Flood Loss 01/20/2025

You may not be able to stop from wreaking havoc, but can manage some of the financial loss.

Protecting Your Home Against Flood Loss Protect yourself against the damage that your homeowners policy doesn’t cover.

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Telephone

Address


139 N. State St, Suite 201
Newtown, PA
18940

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm