Category: Investment Management

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Investment Management
Our Investment Philosophy

We create for each of our clients a strategic business plan for investing that brings vision, structure and discipline to the preservation and growt...

Investment Management
September 20, 2023
Money Market Funds: What’s the Diff?

The yields on many money market funds are now at 5% or higher (pre-tax), making them a more attractive place to park cash than they have been for s...

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Economic Flash
Video: Economic Flash September 2023

Sectors likely to offer attractive opportunities in the 2nd half of the year. By David Baker, Senior Director, Investment Strategy and Communication...

Investment Management
September 05, 2023
Economic Flash: Signs of Slowing in Job Market, Consumer Spending

Of interest are debt strategies in the commercial real estate market, where usage and demand for real estate is evolving coupled with higher financi...

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Economic Flash
Video: Economic Flash August 2023

How we’re preparing for a potentially more volatile 2nd half of the year. By David Baker, Senior Director, Investment Strategy and Communications.

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Investment Management
August 03, 2023
Economic Flash: Tug-of-War Update

Macroeconomic forces remain in a tug-of-war as U.S. fiscal stimulus comes up against the unfolding impact of 11 interest rate increases, making the ...

Investment Management
July 28, 2023
Key Considerations for 2nd Half of 2023

The first half of 2023 was a positive surprise to industry prognosticators, proving two things we tend to emphasize for good reason: (1) It’s neve...

tug of war
Investment Management
LNWM Quarterly Commentary Q3 2023: Tug-of-War Not Over

Will the rest of 2023 be as good for the markets? LNWM CIO Ron G. Albahary, CFA® discusses the major economic forces pushing and pulling on the eco...

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Economic Flash
Video: Economic Flash July 2023

As bank lending tightens, where we’re seeing opportunities in the credit markets. By David Baker, Senior Director, Investment Strategy and Communi...

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