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LNWM

We aim to inform and inspire a life well-lived. From launching financially fit kids, to investing, to retirement and legacy planning, we are here to help you live intentionally, one choice at a time.

All posts by LNWM

Investment Management | on December 04, 2019 / By LNWM Will This December Be Naughty or Nice for US Stocks? Last December was terrible for stocks, as gains for the year turned into losses. Historically, however, December is...

In the Community | on November 27, 2019 / By LNWM Thanksgiving 2019: Giving Thanks Before We Gather Before the guests arrive, the food is served, and everyone sits down for some together time, we are taking the time...

Financial and Business Planning | Investment Management | on November 26, 2019 / By LNWM 3 Ways to Lock In Tax Savings Before Rates Go Back Up Year-end 2019 is almost here. Are you making the most of currently favorable tax rates before they change or expire...

Family and Finance | Trusts and Estates | on November 21, 2019 / By LNWM Ways to Fund a Trust: From Quick and Easy to Extensive Contrary to popular belief, there's no need to put a lot of money into a trust right away, for it to be effective a...

Family and Finance | Trusts and Estates | on November 12, 2019 / By LNWM Trusts Vs. Wills: 6 Reasons You Need Both According to a recent article in Forbes, Millennials (young people now between the ages of 21 and 37) stand to inhe...

Investment Management | on November 05, 2019 / By LNWM Why 2019 Is Turning Out to Be a Great Year for US Stocks Good enough could be the mantra of 2019. Many key gauges of US economic activity are weaker than they have been in ...

In the Community | on October 30, 2019 / By LNWM The Norton Building: A Place We’re Proud to Call Home Today marks the 60th anniversary of the Norton Building, where we come to work every day, and which was the first m...

In the Community | on October 25, 2019 / By LNWM LNWM Honored for Pro Bono Services at 2019 Community Impact Awards While we never like to rest on our laurels, it is always nice to be recognized for doing good work. Yesterday eveni...

Investment Management | on October 22, 2019 / By LNWM 2 Charts that Worry Us: Corporate Profit Margins and CEO Confidence It's earnings season, meaning that corporate profits reported for Q3 2019 are making daily headlines. In our Q4 201...