Papers Archives

Roth IRA Conversions: Why Now

It’s never wise to put all your eggs in one basket, especially when it comes to retirement accounts. A great way to diversity -- and get more tax-...

Family and Finance

Supporting Family with Private Loans

The interest rates allowed on private loans are down 50% from a year ago, making this a good time to consider lending money to family members or oth...

Investment Management

Investing for Impact: A Case Study

With the right due diligence, impact investing can deliver financial returns and measurable social benefit. Read how the Laird Norton Family Foundat...

Investment Management

Anchoring Your Portfolio During Market Storms

The new coronavirus, COVID-19, appears to be sticking around for a bit and, in addition to the growing health concerns worldwide, its symptoms are a...

Family and Finance

Retired and Resilient: Strategies for the 2020s

Retirement is not a static time of life. Usually, it is full of change. LNWM Client Advisor Rodney Van Belle presents three ways to stay financially...

Financial and Business Planning

Tax Strategies 2020

US tax rates are likely to rise in the coming decade, especially for higher income Americans. Kristi Mathisen, LNWM’s Managing Director of Financi...

Investment Management

The Case for Global Investing

The 2010s were fantastic for US stocks. But what about the 2020s? We make the case for a globally diversified portfolio to take advantage of higher ...

Investment Management

Q1 2020 Economic Outlook: Goldilocks Vs. the Bear

Low interest rates. Low inflation. Low unemployment. These are the makings of a “Goldilocks” economy, which helped drive stock prices up nearly ...

Investment Management

5 Steps to Reducing Investment Risk

Learn the basics of risk management and how to lower risk so you can sail through market turbulence.

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