Marilyn Suey

An exciting Sunday for the team here in San Diego for LPL Financial’s Focus Conference!

There is always something new to learn and someone new to learn from.

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Understanding ETFs: Building Blocks of Modern Investing Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Secrets of the Temple: How the Federal Reserve works.

How the Federal Reserve Works Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

Today, I’m reminded that some of life’s greatest blessings are simple. Time with wonderful women, a beautiful course here at Blackhawk Country Club, and the joy of being present.

Deep gratitude for the friendships, the laughter, and the chance to spend the day outdoors doing something I enjoy so close to home.

Cheers to Blackhawk Women’s Golf for another successful event!

Staying active, getting much needed vitaminD ☀️, and sharing laughter with friends is one of the best investments you can do for your health and well-being.

Here’s to celebrating the good shots, learning from the not so good ones, and making great memories along the way.

What’s your favorite way to recharge?

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

How Will the Economy React to AI? What do concerns or uncertainty about AI mean for your future and your financial strategy?

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Federal Capital Gains Tax Estimator Estimate your potential federal capital gains tax liability on the sale of an asset.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

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