Papers Archives

Why Wealth Management

Wealth management is a broad and challenging undertaking that aligns life vision and assets, often over many generations. Find out how LNWM’s holi...

Investment Management

LNWM Quarterly Commentary: Let the Good Times Roll…

We don’t need to know when the good times for the markets will actually end. LNWM CIO Ron Albahary explains why and how our investment process and...

Family and Finance

Multi-Generational Wealth: Guidelines and Guardrails

Find out how we work with families to help them thrive from one generation to the next. Three LNWM Directors, Teri LaMar, Lee-Norah Sanzo, and Jeff ...

Investment Management

Q3 2021 Economic Outlook: Peak Earnings Growth and Beyond

New challenges are cropping up for US companies and the markets, including peak corporate earnings growth, rising prices/wages, and potentially high...

Financial and Business Planning

Tax Update 2021: Capital Gains Take Center Stage

Got capital gains? You should know about these new tax proposals in Washington, DC and here in Washington State, where a new 7% capital gains tax is...

Investment Management

Client-Centered Investing: Q&A with Ron Albahary

Ron Albahary, CFA® is LNWM’s Chief Investment Officer. He has spent most of his 30-year career in investment management and wealth planning focus...

Investment Management

Q2 2021 Economic Outlook: Singing in the Rain

While the US economy is set for a strong rebound this year, risks are rising regarding the duration of the bull market and long-term returns. CIO Gi...

Trusts and Estates

Now Is a Good Time to Explore Trusts

Both US tax rates and interest rates could be significantly less favorable in the coming decade, especially for high-net-worth households. This make...

Investment Management

Q1 2021 Economic Outlook: Time for Patience and Vigilance

We begin 2021 in a very different state relative to a year ago. As U.S. President-elect, Joe Biden has telegraphed policies and priorities that are ...

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Why Wealth Management

LNWM Quarterly Commentary: Let the Good Times Roll…

Multi-Generational Wealth: Guidelines and Guardrails

Q3 2021 Economic Outlook: Peak Earnings Growth and Beyond

Tax Update 2021: Capital Gains Take Center Stage

Client-Centered Investing: Q&A with Ron Albahary

Q2 2021 Economic Outlook: Singing in the Rain

Now Is a Good Time to Explore Trusts

Q1 2021 Economic Outlook: Time for Patience and Vigilance

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