Pete Udeshi Financial Advisor

Donor-Advised Fund A donor-advised fund offers an easy way to make significant charitable gifts over a long period of time.

Managing Around a Changing Market LPL’s Chief Investment Officer, Marc Zabicki explores rising stock-bond correlations and how alternative assets may enhance diversification in today’s shifting market landscape.

Choosing a 529 Savings Plan Not all 529 savings plans are alike. To choose a plan that's right for you, compare the plans offered by several states. Points to consider include investment portfolios offered, contribution rules, costs and fees, and tax considerations.