IDEAS TO HELP YOU PLAN AND PROSPER
Laird Norton Wealth Management continues to build a reputation as an industry leader not just in the Seattle area but nationwide. From our investment advisors to our trust managers, our in-house expertise is unmatched in serving the complex wealth planning needs of high-net-worth individuals, families and organizations in Seattle and elsewhere.
As wealth advisors, we regularly share our thoughts on topics that help you use your wealth to support your goals and live an extraordinary life. Below, you’ll find articles and reports by our team, as well as key ideas from our Thought Forum™ workshops and presentations.
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ECONOMIC FLASH – Is Ramped Up US Growth Sustainable?
We expect the 2017 tax cuts to continue supporting US GDP growth and corporate earnings through 2018, although Q2’s GDP growth of around 4% could be the high point for the year.
Active vs. Passive Investing: Why We Do Both
Index funds have been all the rage during the decade-long bull market. But they’re not always the best way to invest at all times. LNWM Senior Investment Analyst Josh Hile examines why we use both actively managed funds and index funds in LNWM portfolios.
The Age of Responsibility: When to Give Major Money to the Next Generation
You want to enable, not coddle. Build confidence, not dependency. Giving major assets to young people is tricky. Having a plan in place way before the transfer is highly advised. What should your plan be? LNWM Client Advisors provide guidance and insights based on decades of experience.
Estate Taxes: A Window of Opportunity
Starting in 2018, the new tax law offers a major chance to save on estate taxes: a doubling of the estate tax exclusion to $11.2 million. But this can also create unintended pitfalls for wills and trusts already in place. Key things you should consider doing this year, from Kristi Mathisen, LNWM Managing Director of Tax and Financial Planning.
Q3 2018 Economic Outlook: Of Tariffs and Trade Wars
The fundamentals are looking good: strong corporate profits, a job market in high gear and tame inflation. What could go wrong? Plenty. The escalation of trade disputes, overzealous monetary policy and geopolitical tensions are clouds on the horizon. Find out what we envision for the rest of 2018.