Papers Archives

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...

Investment Management

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...

Financial and Business Planning

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...

Family and Finance

Funding the Grandkids’ Education

Paying for the grandkids’ education can be extremely fulfilling in and of itself, but it’s also a gift that can play a role in estate planning. ...

Investment Management

LNWM Q2 Commentary: The Long View on 2022

The market regime change we pointed to in January seems to be in full swing, hastened by the invasion of Ukraine. We analyze what this might mean fo...

Family and Finance

Family Meetings: Creating a Foundation for Success

Bringing different generations together to discuss values, the stewardship of wealth, and aspirations is not easy. But LNWM Director Lauren Martin h...

Family and Finance

Do You Have a Plan C? Planning for Incapacity

It can happen to the best of people at the worst of times: not being able to make decisions for yourself due to accident or illness. LNWM Director M...

Investment Management

LNWM Quarterly Commentary Q1 2022: Navigating Transition

Many catalysts are in place to drive a change in market regime in 2022. We explore what those are, what the potential effects on the markets could b...

Investment Management

Investing in Planet AND People

How we worked with Calvert Research & Management to create two new ways to invest for social impact, plus our new environmental investing solution.

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Estate Planning that Aligns with Life & Legacy

LNWM Q3 Commentary: Onward Through the Market Fog

Tax-Loss Harvesting in 2022 and Beyond

Funding the Grandkids’ Education

LNWM Q2 Commentary: The Long View on 2022

Family Meetings: Creating a Foundation for Success

Do You Have a Plan C? Planning for Incapacity

LNWM Quarterly Commentary Q1 2022: Navigating Transition

Investing in Planet AND People

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