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Category: Investment Management

Investment Management | on December 12, 2019 / By LNWM Impact Investing and ESG Funds: No Need to Accept Sub-Par Returns Half-time at the 2019 Harvard-Yale football game was different this year. On cold and sunny Nov. 23 in New Haven, C...

Investment Management | on December 04, 2019 / By LNWM Will This December Be Naughty or Nice for US Stocks? Last December was terrible for stocks, as gains for the year turned into losses. Historically, however, December is...

Financial and Business Planning | Investment Management | on November 26, 2019 / By LNWM 3 Ways to Lock In Tax Savings Before Rates Go Back Up Year-end 2019 is almost here. Are you making the most of currently favorable tax rates before they change or expire...

Financial and Business Planning | Investment Management | on November 07, 2019 / By Independent Media 6 Things I Learned From Lunch With Warren Buffett “It’s 12:35 p.m. in Omaha, Nebraska, and I’m having lunch with Warren Buffett.” That’s the first line ...

Investment Management | on November 05, 2019 / By LNWM Why 2019 Is Turning Out to Be a Great Year for US Stocks Good enough could be the mantra of 2019. Many key gauges of US economic activity are weaker than they have been in ...

Investment Management | on November 01, 2019 / By David Baker What Are Negative Interest Rates and Will We See Them in the US? Negative interest rates are not new; Europe started experiencing negative rates nearly a decade ago during the glob...

Investment Management | on October 22, 2019 / By LNWM 2 Charts that Worry Us: Corporate Profit Margins and CEO Confidence It's earnings season, meaning that corporate profits reported for Q3 2019 are making daily headlines. In our Q4 201...

Financial and Business Planning | Investment Management | on October 09, 2019 / By Independent Media Here Is What 1200 Of The World’s Leading Impact Investors Focus On Last week saw the gathering of 1200 global impact investors and professionals in Amsterdam for the 10th annual Glob...

Investment Management | on October 07, 2019 / By Josh Hile Qualified Opportunity Funds: How We’re Investing to Lower Risk Perhaps you're now sitting on a lot of unrealized capital gains — from an equity investment, stock grants, or rea...