Blue Chip Financial

Blue Chip Financial Dedicated to providing strategic wealth planning to individuals, families and business owners.

As a Registered Principal with LPL Financial, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed with a goal to help achieve them. I recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle. If you would like any further information about fee-based

asset management or other areas of investing, please do not hesitate to contact me.

-Securities and Advisory Services offered through LPL Financial, a Registered Financial Advisor. Member FINRA/SIPC
www.finra.org www.sipc.org
-Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness
-For a list of states in which I am registered to do business, please visit www.lpl.com/bluechip.financial

As the US economy transitions from lockdowns—where 90% of Americans were under a stay-at-home order—to continued reopeni...
10/28/2020

As the US economy transitions from lockdowns—where 90% of Americans were under a stay-at-home order—to continued reopening, LPL assesses the state of American consumer confidence to spend despite the persistent COVID-19 outbreak.

Economic Blog As the US economy transitions from lockdowns—where 90% of Americans were under a stay-at-home order—to continued reopening, we assess the state of American consumer confidence to spen…

Below is a helpful article that looks at important parts of the two emergency legislative packages passed in recent week...
04/11/2020

Below is a helpful article that looks at important parts of the two emergency legislative packages passed in recent weeks, along with other rule changes aimed at self-employed workers.

Tax credits for sick leave, expanded unemployment insurance, tax changes and more.

While experiencing a major pullback in stocks is never a comfortable feeling, the recent market volatility does indeed p...
04/06/2020

While experiencing a major pullback in stocks is never a comfortable feeling, the recent market volatility does indeed present an opportunity for investors to assess their current portfolios in the context of their long-term plans. If you have any questions or concerns feel free to contact me.

Market Blog Experiencing a major pullback in stocks is never a comfortable feeling. In times like these, we believe it can be helpful to set aside the daily headlines and keep perspective of how st…

Do you know, if you earn $75,000 or less, you could be eligible for a rebate from the federal government? Learnmore:
04/02/2020

Do you know, if you earn $75,000 or less, you could be eligible for a rebate from the federal government? Learn
more:

To explain the tax relief for those affected by coronavirus.

The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that...
04/01/2020

The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees. Read about it here:

Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1

While the coronavirus outbreak has caused weakness in the market, at times like these, it is important to remember that ...
02/26/2020

While the coronavirus outbreak has caused weakness in the market, at times like these, it is important to remember that markets go both up and down. Read more here:

Coronavirus Pullback Continues

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is prob...
02/24/2020

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared. And for those in their 40s and 50s, remember that it’s never too late to start saving for retirement. The most important thing is to just start.

Here are some tips for getting started:

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it d...

The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan account...
01/30/2020

The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020.

Here’s a quick look at the maximum amounts you can put into retirement accounts this year:

The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020.

As we all watch the situation with Iran, I wanted to share this research piece from LPL.  Stocks have largely shrugged o...
01/06/2020

As we all watch the situation with Iran, I wanted to share this research piece from LPL. Stocks have largely shrugged off past geopolitical conflicts and previous experiences have "indicated it may be unlikely to have a material impact on U.S. economic fundamentals or corporate profits". Read the details here:

Historically, stocks have weathered geopolitical events. LPL Financial Research continues to focus on economic fundamentals amid escalating Mideast tensions.

Thank you to all our veterans for serving our country and protecting our freedoms.
11/11/2019

Thank you to all our veterans for serving our country and protecting our freedoms.

Address

6 Landmark Square
Stamford, CT
06901

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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