Stagflation, inflation, recession. Aspects of all these economic conditions are prevalent now, creating confusion and concern. LNWM CIO Ron Albahary, CFA© discuss likely outc
Down markets can provide opportunities for us to enhance after-tax returns. LNWM’s Kristi Mathisen describes a strategy known as “tax-loss harvesting” and the careful co
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. LNWM’s Carla Wigen and Mo
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 for the markets and the econo
Bringing different generations together to discuss values, the stewardship of wealth, and aspirations is not easy. But LNWM Director Lauren Martin has been helping client fami
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 Monica Padineant explains ho
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 be, and how LNWM portfolios
How we worked with Calvert Research & Management to create two new ways to invest for social impact, plus our new environmental investing solution.
Wealth management is a broad and challenging undertaking that aligns life vision and assets, often over many generations. Find out how LNWM’s holistic approach provides a li