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Browse our latest papers on investments, life and wealth planning, and more.
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 ...
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 ...
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...
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...
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...
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.
Estate Planning that Aligns with Life & Legacy
A good estate plan aligns your assets with your life and your legacy. Find out how we make that happen in this Q&A with LNWM Senior Director Lee-Nor...
LNWM Q3 Commentary: Onward Through the Market Fog
Stagflation, inflation, recession. Aspects of all these economic conditions are prevalent now, creating confusion and concern. LNWM CIO Ron Albahary...
Tax-Loss Harvesting in 2022 and Beyond
Down markets can provide opportunities for us to enhance after-tax returns. LNWM’s Kristi Mathisen describes a strategy known as “tax-loss harve...