Papers Archives

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

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...

Family and Finance

Funding a Trust Now vs. Later

There are compelling reasons to fund a multigenerational trust while you are alive for the benefit of people you love and causes you believe in. And...

Investment Management

LNWM Quarterly Commentary Q2 2023: A Reality Check for the Fed

LNWM CIO Ron G. Albahary, CFA® discusses the implications of the recent bank failures for interest rates, inflation and the credit markets and how ...

Impact Investing

Q&A Impact Investing with Justina Lai

In this Q&A, Chief Impact Officer Justina Lai explains why impact investing is an integral part of our investment process. We delve into how impact ...

Investment Management

LNWM Quarterly Commentary Q1 2023: The Great Reset

LNWM CIO Ron G. Albahary, CFA® discusses the geopolitical, demographic and economic forces driving the transition to a new market regime and what t...

Investment Management

LNWM Q4 Commentary: The Fed Puts on Boxing Gloves

We are in the midst of a macroeconomic and market environment with few comparisons throughout history. Now is not the time for extreme behavior in e...

Family and Finance

Trusts at LNWM: Relationships Are What Matter

At LNWM, the creation and management of trusts is never strictly transactional, akin to a private ATM for dispensing assets. Lee-Norah Sanzo (Senior...

Investment Management

Guide to Impact Investing at LNWM

How we can help you mobilize your investment capital to address some of the world’s most pressing social and environmental challenges.

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Our Investment Philosophy

LNWM Quarterly Commentary Q3 2023: Tug-of-War Not Over

Funding a Trust Now vs. Later

LNWM Quarterly Commentary Q2 2023: A Reality Check for the Fed

Q&A Impact Investing with Justina Lai

LNWM Quarterly Commentary Q1 2023: The Great Reset

LNWM Q4 Commentary: The Fed Puts on Boxing Gloves

Trusts at LNWM: Relationships Are What Matter

Guide to Impact Investing at LNWM

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