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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Behavioral Finance: Recognizing Biases, Avoiding Mistakes
All investors are subject to emotions and faulty logic, to varying degrees. In this paper, LNWM senior analyst Josh Hile explains the different biases and how LNWM uses behavioral finance theory to identify bias in the asset managers we invest with, as well as within our own investment team.
A Plan for Your Wealth and Life: Q&A with Carla Wigen
For Carla Wigen, wealth management is ultimately about peace of mind, and that’s not possible without in-depth conversations about what matters to each client. Carla explains why she recently joined LNWM as Managing Director of Fiduciary Strategy and what it means to serve clients really well.
Q4 2018 Economic Outlook: Fundamentally Sound, Inextricably Noisy
Market volatility is back in a big way. But that does not necessarily mean a bear market is in the offing. Stocks are facing stronger headwinds from further increases in US interest rates, trade tariffs and a stronger dollar, yet valuations are generally reasonable and earnings still growing nicely. Find out how we’ve positioned portfolios in light of higher risks.
ECONOMIC FLASH – US Economy Chugs Along, Despite Trade Tensions
We believe the Fed will continue to raise interest rates, and that investors are not yet fully appreciating the impact rising rates will have on the financial markets. We are focusing on fixed-income strategies that have less sensitivity to interest rates and slightly more exposure to credit risk.
Bitcoin: Present, Past and Future by LNWM’s Josh Hile
Our take on Bitcoin — what it is, its value as an investment, and how the underlying technology is likely to revolutionize how businesses process transactions. By Josh Hile, Senior Investment Analyst at Laird Norton Wealth Management.