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Forum Wealth Management is set apart in the financial industry, as being a fully independent wealth management firm for both businesses and individuals.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.forumwealthmgt.com
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05/22/2018
Yanny, Laurel, Recession?
Yanny or Recession? So what do you hear? Are you Team Yanny or Team Laurel? In case you haven’t heard, some people hear the word “Yanny,” while others hear the word Laurel in this epic division. Take a listen here and…
02/07/2018
See how the new tax law affects you!
Watch our short video...
Tax Reform: Changes for Individuals Tax Reform: Changes for Individuals
01/12/2018
Today's Market Update!
Market Update: Friday, January 12, 2018 Market Recap Domestic markets resumed their climb. China’s pushback on claims of reducing U.S. Treasury purchases and strong oil provided tailwind. Dow +0.8%, S&P 500 Index +0.7%, Nasdaq …
01/11/2018
Volatility in 2018?
Charts to Watch in 2018: Low Volatility 2017 was one of the least volatile years for the S&P 500 Index in history. With only eight 1% daily changes, not a single 3% pullback, and the lowest average CBOE Volatility Index (VIX) for a f…
01/04/2018
Today's Market Update!
Market Update: Thursday, January 4, 2018 Market Recap Stocks’ advance continued. Major indexes finished near intra-day highs with little downside pressure. S&P 500 Index +0.6%, Dow +0.4%, Nasdaq +0.8%. Energy topped sectors for …
01/03/2018
Today's Market Update!
Market Update: Wednesday, January 3, 2018 Market Recap U.S. equities kick off new year with gains. Manufacturing data came in positive (details below), political news remained light. S&P 500 Index +0.8%, Dow +0.4%, Nasdaq +1.5%. Energy…
01/02/2018
Today's Market Update!
Market Update: Tuesday, January 2, 2018 Market Recap U.S. equities fall on final trading day of 2017. Dow (-0.5%), S&P 500 Index (-0.5%), Nasdaq (-0.7%), Russell 2000 (-0.9%) lower in uneventful session. Utilities led despite flat pe…
12/28/2017
Today's Market Update!
Market Update: Thursday, December 28, 2017 Market Recap Domestic stocks gained slightly on another slow post-holiday trading day. S&P 500 Index +0.1%, Dow +0.1%, Nasdaq +0.05%. Utilities and industrials outperformed, despite little over…
12/20/2017
Our 2018 Market & Economic Outlook Video by LPL Research
Watch it here! http://www.forumwealthmgt.com/Custom.aspx?apId=97149
12/20/2017
READ HERE: Tax Reform impact on Individuals and Small Business Owners
How Will tax Reform Impact Individuals and Small Business Owners? The largest overhaul of the U.S. tax code in 31 years appears to be all but a done deal. Tax reform has been a key focal point for financial markets this year, for good reason, as changes in some o…
12/20/2017
Today's Market Update!
Market Update: Wednesday, December 20, 2017 Market Recap Stocks pulled back despite upbeat data on housing starts, building permits; Congress passing tax reform legislation. S&P 500 Index -0.3%, Dow -0.2%, Nasdaq -0.4%. Few sectors gaine…
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