Papers Archives

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 ...

In the Community

A New Era Begins at LNWM: Q&A with Filament Founders

LNWM is starting 2021 bigger and better thanks to last year’s merger with Filament LLC. What is Filament about, and why will the merger mean great...

Investment Management

Q4 2020 Economic Outlook: An Autumn Like No Other

This quarter’s outlook can be summed in two words: elections and pandemic. While both of these uncertainty boosters are transient states, they wil...

Investment Management

Rethinking the 60-40 Portfolio

A balanced portfolio that is 40% bonds and the rest in stocks has worked well for decades. But as we explain, the times have changed: The total retu...

Financial and Business Planning

Real Estate in Uncertain Times: Q&A with Heartland

Real estate has been a bright spot in the US economy for the last 10 years, but look below the surface in today’s context and you see some segment...

Investment Management

Q3 2020 Economic Outlook: Seeing Past Terra Incognita

The impact of Covid-19 has been unevenly felt, both health-wise and economically, but it has resulted in major shifts that are likely to affect almo...

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