Resources

Jason Jennings and David Morders of Key Financial Group Recognized as Top Financial Advisors by LPL Financial

  Frederick, Maryland–March, 30, 2016–Jason Jennings and David Morders, LPL Financial-affiliated advisors at Key Financial Group announced today that they […]

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Current Market Volatility

Current Market Volatility:   Many of us had the opportunity to watch the recent supermoon lunar eclipse, which inspired pictures, […]

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Financial Planning: The Biggest Independent Broker-Dealers

Read Financial Planning: Top 50 Biggest Independent Broker-Dealers.

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LPL Financial Ranks Third in the Nation in Full Service Investor Satisfaction

LPL Financial ranks third in overall satisfaction nationally in the J.D. Power and Associates 2010 Full Service Investor Satisfaction Study.SM This is the third consecutive year that LPL Financial is among the top five investment firms nationwide in customer satisfaction. The study measured overall investor satisfaction with full service brokerage firms based on seven factors that influence the customer experience.

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A Trust Primer

Many people perceive trusts as a complex subject better left to their attorney. When stripped of all its “bells and whistles,” however, a trust can be viewed simply as a contract, wherein a grantor agrees to transfer assets to a beneficiary, or multiple beneficiaries, who then receives the assets as stipulated in the contract. A trustee, who may or may not be the grantor, manages the trust assets and ensures the stipulated terms of the trust are faithfully carried out.

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