Blog Archives

September 02, 2022

529 Plans by Non-Parents and the New FAFSA

Labor Day weekend marks the start of another school year, with many parents and grandparents thinking about how best to fund education for kids that...

Monday Morning Mix

August 29, 2022

The Monday Mix: Aug. 22 – 28, 2022

-- U.S. GDP fell by 0.6% in the second quarter, a much smaller decline than the original -1.2% estimate. -- The Federal Reserve will continue to ra...

Financial and Business Planning

August 24, 2022

Quietly Returning, Older Workers Are Changing Work And Retirement

“I thought you retired,” I say teasingly to an old friend. He turns swiftly and in a somewhat irate tone, responds, “I am retired!” The 66...

Monday Morning Mix

August 22, 2022

The Monday Mix: August 15 – 21, 2022

Top-of-mind economic headlines as we start the week; -- Sales of existing U.S. homes fell 5.9% in July (from June) and the median sale price droppe...

Financial and Business Planning

August 17, 2022

Could the EV Boom Run Out of Juice Before It Really Gets Going?

Quite possibly, for want of batteries Electric vehicles (EVs) seem unstoppable. Carmakers are outpledging themselves in terms of production goals. ...

Monday Morning Mix

August 15, 2022

The Monday Mix: Aug. 8 – 14, 2022

Top-of-mind economic headlines as we start the week: -- U.S. consumer prices were essentially flat in July (-0.02%) vs. a 1.3% rise in June, as the...

Financial and Business Planning

August 12, 2022

CEO Kristen Bauer on What Makes LNWM LNWM

LNWM CEO Kirsten Bauer was recently interviewed by the private equity firm the Rosemount Investment Group on LNWM’s approach to managing family ...

Monday Morning Mix

August 08, 2022

The Monday Mix: Aug. 1 – 7, 2022

Top-of-mind economic headlines as we start the week: -- The U.S. Congress approved a historic climate change, tax and healthcare bill that includes...

Investment Management

August 03, 2022

Economic Flash: Mixed Signals Could Be a Good Sign

Not everything is doom and gloom in the economy, and pockets of stability are a significant reason the Fed is charging ahead with interest rate hike...

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529 Plans by Non-Parents and the New FAFSA

The Monday Mix: Aug. 22 – 28, 2022

Quietly Returning, Older Workers Are Changing Work And Retirement

The Monday Mix: August 15 – 21, 2022

Could the EV Boom Run Out of Juice Before It Really Gets Going?

The Monday Mix: Aug. 8 – 14, 2022

CEO Kristen Bauer on What Makes LNWM LNWM

The Monday Mix: Aug. 1 – 7, 2022

Economic Flash: Mixed Signals Could Be a Good Sign

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