The Monday Mix: Sept. 11 – 17, 2016

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Monday Morning Mix

Headlines discussed at LNWM’s Monday briefing:

— US equity markets hit new highs, with the S&P 500 surpassing 2500.
— Oil prices had the biggest weekly gain since July on rising demand.
— US inflation rose to 1.9% in August, closing in to the Fed’s 2% target after 5 months of misses.
— Asian markets shrugged off another North Korean missile launch over Japan.
— The British pound rallied to a post-Brexit high, on speculation about interest rate increase.

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.

Chambers Names LNWM Top High-Net-Worth Manager in WA State

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On the Job

The 2017 High Net Worth Survey by London-based Chambers and Partners was just released. And it ranks Laird Norton Wealth Management as one of the top wealth managers in WA State. The strategies and insights that Kristi Mathisen (taxes) and Jeanne Goussev (trusts & estates) provide to our clients certainly make us stand out.

Is Your Will Valid? Maybe Not!

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Giving, Money Matters, NextGen, Trusts & Estates

Hands crumpling up paperJust because you have a will does not mean it’s valid. Or that it will do what you intend it to do. Over the years, we have seen all sorts of problems arise when someone passes away and the will’s provisions are supposed to go into effect. With this in mind, one of the first things we do with new clients is to go over their estate planning documents, including wills, to verify all will work as intended. And to then do followup reviews as time passes. Here are some of the most common pitfalls when it comes to wills: … Read More

The Monday Mix: Sept. 4 – 10, 2017

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Monday Morning Mix

Headlines discussed at LNWM’s Monday briefing:

— The euro (+14% vs. dollar in 2017) could affect European Central Bank’s decision to prolong stimulus.
— Congress raised the federal debt ceiling for 3 months, to fund $15.25 billion in Hurricane Harvey aid.
— The credit bureau Equifax said a cybersecurity breach may affect 67% of US adults; stock plummeted.
— Most US securities trades will settle in 2 business days (vs. 3), under the SEC’s new T+2 rule.
— Week of natural disasters finished with Tropical Storm Irma doing less US damage than expected.

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.

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