The Monday Mix: April 9 – 15, 2018

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Monday Morning Mix

Headlines discussed at LNWM’s Monday morning meeting:

— The US federal budget deficit will top $1 trillion a year by 2020, per Congressional Budget Office.
— China announced plans to “open” its markets, including lowering tariffs on car imports.
— Republican Speaker of the House, Paul Ryan, will not seek re-election in November.
— The Federal Reserve discussed need to slow down US economy, meeting minutes show.
— Foreign participation in US Treasury bond auctions weakened, to 2016 levels.

Disclaimer: Clicking on any of the above links will take you away from the Laird Norton Wealth Management web page and to the source page. While we believe the information in these articles is relevant, we cannot guarantee its accuracy or completeness.

Laird Norton Wealth Management Named Leading Corporate Philanthropist

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In the Community

group of diverse hands together joining conceptWe are very proud to be again included in The Puget Sound Business Journal’s 2018 Corporate Philanthropy List. We have deep roots in our region and our philanthropic mission has for many years been to help create a more vibrant and socially connected community for the benefit of our employees, our clients and everyone who lives here.

The Puget Sound Business Journal (PSBJ) recognized Laird Norton Wealth Management among 75 companies in Washington State that “are striving to be better and more responsible businesses by rethinking how they interact with ‘The Triple Bottom Line’ — people, planet and profit.”  In total, the 75 companies gave just over $246 million in Washington State in 2017, of which $155 million was in cash gifts, according to the PSBJ.

Here at LNWM, we believe corporate philanthropy should leverage all the existing capabilities within a company — not just money but also expertise and employee involvement —  for the benefit of society and the company itself. We have found that well-coordinated philanthropic efforts can unite a community and achieve results that are far greater than the sum of what each participant contributes.

Read more about LNWM’s community involvement here.

After a Divorce: A New Financial Plan

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Family and Finance, Financial and Business Planning

Hand opening curtain to reveal sunny landscape

[Read also Preparing for Divorce and Negotiating a Divorce.]

As you start a new life after a divorce, you will also be in a new financial situation. Budgets and planning you had done as a married couple are out the window. So you’re putting yourself at a disadvantage, and perhaps financial jeopardy, if you leave your finances on autopilot. That is certainly the easy out, especially if it seems you have more than enough to live on for a long time.

I would advise you, though, not to give in to murky, wishful thinking. Post-divorce is a critical time for getting good financial analysis, guidance and advice. By making smart decisions early on, you can maximize your options as you start a new life. Feeling trapped due to poor planning is not where you want to end up! Good financial advice can allow you to feel secure and present options you may have overlooked or not even considered.

For clients emerging from divorce, or the loss of a life partner for any other reason, we work to establish a high level of comfort with their new financial situation. And to explore fully all their options, while also taking care of important details such as beneficiary designations and the titling of accounts. Specifically, we do the following: … Read More

The Monday Mix: April 2 – 8, 2018

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Monday Morning Mix

Headlines discussed at LNWM’s Monday morning briefing:

— US job growth weakened in March (104,000 new jobs) but wages rose 2.7% from previous year.
— China said it will reciprocate for new import tariffs proposed by the US, igniting fears of a trade war.
— Stock market volatility soared in US and other developed markets vs. emerging markets.
— Commodity prices weakened on threat of global trade war and potential slowdown in growth.
— Eurozone manufacturing and other economic indicators pulled back from peak levels.

Disclaimer: Clicking on any of the above links will take you away from the Laird Norton Wealth Management web page and to the source page. While we believe the information in these articles is relevant, we cannot guarantee its accuracy or completeness.

Negotiating Divorce: Don’t Overlook Taxes, Community Property

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Family and Finance, Financial and Business Planning

During a divorce, major decisions are made about who gets what, when and how. If you haven’t been married long, it is much easier to part ways, especially financially. But for married couples who have built a life together and now have varied and sizeable assets, there are serious financial consequences to divorce.

Houses, investment property, retirement accounts and business assets are usually the major focus of negotiation. It’s critical that you go into the proceedings with a clear picture of your financial situation. Among the issues we talk about with clients negotiating a divorce: … Read More

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