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In the Community
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on December 07, 2018 / By LNWM
In Support of Leave10 and Giving Back to the Community
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In the Community
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on December 07, 2018 / By LNWM
In Support of Leave10 and Giving Back to the Community
As wealth advisors since 1967, we have seen what a tremendous positive difference philanthropy can make in the ...
Monday Morning Mix
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on December 03, 2018 / By David Baker
The Monday Mix: Nov. 26 – Dec. 2, 2018
Headlines discussed at LNWM's Monday morning briefing: -- US and China did not escalate their trade dispute at t...
Financial and Business Planning
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Investment Management
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on December 03, 2018 / By Nadia Reynolds
Using a 1031 Real Estate Exchange to Fund Retirement: An Example
Many well-off people find themselves "asset rich but cash poor," especially near retirement. A common cause for the...
Monday Morning Mix
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on November 26, 2018 / By Josh Hile
The Monday Mix: Nov. 19 – 25, 2018
Headlines discussed at LNWM's Monday morning briefing: -- The US and China are likely to hold trade talks during t...
Financial and Business Planning
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Investment Management
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on November 26, 2018 / By Nadia Reynolds
1031 Real Estate Exchanges: How They Work in 6 Steps
Section 1031 of the US tax code allows you to do something beneficial and quite interesting: exchange real estate t...
In the Community
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on November 21, 2018 / By LNWM
Happy Thanksgiving to Our Clients, Our Staff and Our Community
We are as grateful as ever for our wonderful clients, the Pacific Northwest corner of the United States in which we...
Monday Morning Mix
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on November 19, 2018 / By Nathan Barnard
The Monday Mix: Nov. 12 – 18, 2018
Headlines discussed at LNWM's Monday morning briefing: -- The S&P 500 lost 1.6% last week, with tech and retai...
Family and Finance
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Trusts and Estates
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on November 15, 2018 / By LNWM
What Happens to Your Debt at Death?
Kristi Mathisen, LNWM Managing Director of Tax and Financial Planning, was recently interviewed by Bankrate.com on ...
Monday Morning Mix
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on November 12, 2018 / By Nathan Barnard
The Monday Mix: November 5 – 9, 2018
Headlines discussed at LNWM's Monday morning briefing: -- Dollar climbs toward 16-month high, Fed on track for D...
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