.png)
LPL Account View
Access your secure online client portal to view investment account information on your computer, tablet or smartphone.
Account View LoginJoin Our Weekly Commentary Email
Receive important news from Blue Heron, along with relevant content for your week with our email newsletter.
Sign Up NowNewsletters
-
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
-
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
-
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Calculators
-
Savings Accumulation
Estimate the future value of your current savings.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?