Lake Street co-founder and managing partner, Justin Terzo, has been named to the 2021 Forbes “Best-In-State Wealth Advisors” list. Justin is honored and humbled to receive such national recognition two years in a row. This award encompasses the highest quality advisors across the country who strive to make a positive, long-lasting impact on the lives […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2021-04-21 12:05:132021-11-08 14:24:10Justin Terzo Recognized In 2021 Forbes “Best-In-State Wealth Advisors” List
For months many have wondered if inflation will start to become a problem. And while the United States has yet to see inflation become a real problem yet, over in Europe, inflation has become a real issue. In March, the Eurozone saw its highest inflation since the start of the pandemic. Consumer prices across the […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2021-04-06 09:32:022021-04-12 15:51:27ON THE STREET MONTHLY – INFLATION STARTS TO HIT EUROPE
Interest rates have taken a beating over the past few years, but in February, rates started to show signs of life. The 10-year treasury yield hit 1.614% at the end of the month, the highest rate since the coronavirus pandemic began last Spring. It appears that a combination of positive news from mass vaccinations, economic […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2021-03-04 11:39:432021-03-04 11:39:46ON THE STREET MONTHLY – INTEREST RATES ARE ON THE MOVE
Now that there is a new administration in the White House, analysts are beginning to get a sense of what is to come for the US economy. President Biden unveiled a $1.9 trillion stimulus package that includes more direct payments to Americans, increasing unemployment benefits, and help with coronavirus vaccine rollouts across the country. Republicans […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2021-02-02 15:33:452021-02-02 15:35:32ON THE STREET MONTHLY – A BATTLE FOR MORE ECONOMIC STIMULUS
It appears that President-elect Joe Biden is planning to enact legislation that many democrats have been pushing for in recent years: student loan forgiveness. This could be huge news for anyone still paying off student loans, who stand to see financial relief as a result. While Biden’s loan forgiveness plan is still not completely clear, […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2021-01-14 12:49:142021-01-14 12:49:14What Biden’s Student Loan Forgiveness Plan could mean for you
2020 was a year filled with uncertainty and chaos, but the stock market ended the year on a bright note. Major indices hit all-time highs before retreating slightly to close out December, and leave investors feeling confident heading into 2021. The beginning stages of a coronavirus vaccine rollout furthered the belief that the pandemic is […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2021-01-05 15:25:082021-01-05 15:38:16ON THE STREET MONTHLY – STOCKS FINISH THE YEAR ON A TEAR
Want to better understand where your money is going? Use a budgeting app to help you get a holistic view of your finances. With a budgeting app in-hand, you can track and categorize your expenses, see your income, and get an idea of where you can cut back on spending. You might even learn a […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2020-12-29 10:31:362020-12-29 13:55:22Use these apps to help you budget better in 2021
While President-elect Joe Biden beat out incumbent Donald Trump in the Presidential election, the political picture is still as murky as ever. The Democratic party was able to maintain their majority in the House of Representatives, albeit losing several seats in the process with several races yet to be called. The Senate is much closer, […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2020-12-07 09:20:272020-12-07 09:20:29ON THE STREET MONTHLY – A DIVIDED GOVERNMENT COULD BODE WELL FOR STOCKS
It’s Election Time Buckle your safety belts, the election is upon us. And no matter which candidate you support, it’s sure to be a bumpy ride. At this late stage in the process, most polls are pointing to a sizable lead for Democratic nominee Joe Biden, but one can help see flashbacks to similar positive […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2020-10-27 13:35:142021-04-13 10:30:44ON THE STREET MONTHLY – NOVEMBER 2020 PRE-ELECTION EDITION
Lake Street is excited to welcome Ryan N. Todd, CFP® to the team! “Ryan joins us from a familiar background at Merrill and brings extensive industry experience in financial services to the firm,” says Joe Stock, managing partner. “As we continue to expand our advisor base, he will be a tremendous asset to the clients […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2020-10-06 13:44:332020-10-06 13:44:34Lake Street Welcomes Ryan Todd
Justin Terzo Recognized In 2021 Forbes “Best-In-State Wealth Advisors” List
Lake Street co-founder and managing partner, Justin Terzo, has been named to the 2021 Forbes “Best-In-State Wealth Advisors” list. Justin is honored and humbled to receive such national recognition two years in a row. This award encompasses the highest quality advisors across the country who strive to make a positive, long-lasting impact on the lives […]
ON THE STREET MONTHLY – INFLATION STARTS TO HIT EUROPE
For months many have wondered if inflation will start to become a problem. And while the United States has yet to see inflation become a real problem yet, over in Europe, inflation has become a real issue. In March, the Eurozone saw its highest inflation since the start of the pandemic. Consumer prices across the […]
ON THE STREET MONTHLY – INTEREST RATES ARE ON THE MOVE
Interest rates have taken a beating over the past few years, but in February, rates started to show signs of life. The 10-year treasury yield hit 1.614% at the end of the month, the highest rate since the coronavirus pandemic began last Spring. It appears that a combination of positive news from mass vaccinations, economic […]
ON THE STREET MONTHLY – A BATTLE FOR MORE ECONOMIC STIMULUS
Now that there is a new administration in the White House, analysts are beginning to get a sense of what is to come for the US economy. President Biden unveiled a $1.9 trillion stimulus package that includes more direct payments to Americans, increasing unemployment benefits, and help with coronavirus vaccine rollouts across the country. Republicans […]
What Biden’s Student Loan Forgiveness Plan could mean for you
It appears that President-elect Joe Biden is planning to enact legislation that many democrats have been pushing for in recent years: student loan forgiveness. This could be huge news for anyone still paying off student loans, who stand to see financial relief as a result. While Biden’s loan forgiveness plan is still not completely clear, […]
ON THE STREET MONTHLY – STOCKS FINISH THE YEAR ON A TEAR
2020 was a year filled with uncertainty and chaos, but the stock market ended the year on a bright note. Major indices hit all-time highs before retreating slightly to close out December, and leave investors feeling confident heading into 2021. The beginning stages of a coronavirus vaccine rollout furthered the belief that the pandemic is […]
Use these apps to help you budget better in 2021
Want to better understand where your money is going? Use a budgeting app to help you get a holistic view of your finances. With a budgeting app in-hand, you can track and categorize your expenses, see your income, and get an idea of where you can cut back on spending. You might even learn a […]
ON THE STREET MONTHLY – A DIVIDED GOVERNMENT COULD BODE WELL FOR STOCKS
While President-elect Joe Biden beat out incumbent Donald Trump in the Presidential election, the political picture is still as murky as ever. The Democratic party was able to maintain their majority in the House of Representatives, albeit losing several seats in the process with several races yet to be called. The Senate is much closer, […]
ON THE STREET MONTHLY – NOVEMBER 2020 PRE-ELECTION EDITION
It’s Election Time Buckle your safety belts, the election is upon us. And no matter which candidate you support, it’s sure to be a bumpy ride. At this late stage in the process, most polls are pointing to a sizable lead for Democratic nominee Joe Biden, but one can help see flashbacks to similar positive […]
Lake Street Welcomes Ryan Todd
Lake Street is excited to welcome Ryan N. Todd, CFP® to the team! “Ryan joins us from a familiar background at Merrill and brings extensive industry experience in financial services to the firm,” says Joe Stock, managing partner. “As we continue to expand our advisor base, he will be a tremendous asset to the clients […]