Category: Investment Management

Financial and Business Planning | Investment Management | 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...
Financial and Business Planning | Investment Management | 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...
Financial and Business Planning | Investment Management | Trusts and Estates | on November 07, 2018 / By LNWM What Is Wealth Management? For Carla C. Wigen, effective wealth management is built on conversations that matter, not just numbers. That means...
Investment Management | on October 31, 2018 / By LNWM Behavioral Finance: Recognizing Fear, Greed and Other Irrational Investing Market drops bring out the fear factor in investors, just as market gains elicit greed. But as Senior Investment An...
Investment Management | on September 17, 2018 / By LNWM Is Bitcoin a Good Investment after 80% Recent Plunge? The bitcoin craze of 2017, which propelled 1 bitcoin to trade for nearly $20,000, has reversed with a vengeance due...
Family and Finance | Investment Management | on September 10, 2018 / By LNWM Seattle Real Estate Market Is Cooling: What Not to Do Now As the Seattle Times, Zillow.com and other sources have noted, the Seattle-area real estate market is cooling off,...
Investment Management | on August 30, 2018 / By David Baker Emerging Market Bonds: What’s Driving the Recent Dive It’s been a tough year for emerging market bonds. So far in 2018, the total return on emerging market (EM) debt i...
Investment Management | on August 16, 2018 / By Josh Hile Emerging Markets Volatility: A Bit of Perspective China, Turkey, Russia, Brazil, Argentina. Stock and bond prices in these and other emerging markets are down dramat...
Investment Management | on August 09, 2018 / By Josh Hile What’s Driving 2018 Corporate Earnings Growth and Can It Last? The US stock market has come roaring back this summer, approaching the record high hit in January.  As we had anti...