Our Team of Financial Advisors
As a fiduciary, our first priority is helping you take care of yourself and your family.
Based in Freehold, New Jersey, with a network of clients across the country, we are a group of experienced financial advisors with the aim of turning your dreams into plans. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
LPA Strategic Capital Announces New Branch
Over the years, LPA Strategic Capital has evolved to incorporate new approaches and processes designed to help our clients achieve their financial goals. As we have continued to build our business on referrals, it has expanded our relationships outside of New Jersey. In addition - many of our long-term clients have moved to the south, particularly as they retire. The Carolinas have been a very common destination.
With this in mind, we are writing to share with you some exciting news. Please join us in welcoming Coastal Strategic Capital located on Daniel Island in Charleston, SC to our firm. We believe they will be a great addition to our team and more importantly will bring a great deal of value to all of us.
Scientists push back against idea that Omicron is more dangerous than other COVID variants
December 2, 2021
When news of the Omicron variant emerged, countries were quick to shut borders and global financial markets were rattled. Now as the panic subsides, some scientists are saying the new variant doesn't look so bad.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Learn about the latest sport to sweep the nation with this informative article.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
There are things about Social Security that might surprise you.
As our nation ages, many Americans are turning their attention to caring for aging parents.
It's important to understand the pros and cons when considering a prepaid debit card.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
With alternative investments, it’s critical to sort through the complexity.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Make your retirement as exciting as your next vacation.
Bucket lists don’t have to be for tomorrow.
Even low inflation rates can pose a threat to investment returns.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.