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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Orange Lights Flashing for October
There is no denying that the economic environment isn’t as robust as it was 12 months ago. We continue to recommend positions in core fixed income, infrastructure and alternative assets to add ballast to portfolios, given relatively high stock valuations and lower expected earnings growth.
Intra-Family Loans: A Potential Win-Win
Shakespeare’s Polonius advised his son “never a borrower nor a lender be.” However, when a loan is between family members, the results can be great for everyone involved, especially at today’s favorable rates. LNWM’s Kristi Mathisen explains what needs to be in place for family loans to work out well for borrower and lender.
Special Needs Trusts: Caring for a Loved One
A tremendous amount of relief can come from setting up a Special Needs Trust for a family member facing physical or intellectual challenges. LNWM’s Susan Zurek explains the different types of Special Needs Trusts, the crucial role of the trustee, and how a Special Needs Trust can be a Plan B, just in case it is needed.
Private Market Investments: Atypical Sources of Return
Private Equity, Private Debt, Private Real Estate. The investment options available in the private markets have soared in the past decade, just as the number of publicly traded US equities has dropped 50%. LNWM Senior Investment Analyst Josh Hile and LNWM Client Advisor Brian Whitaker team up to explain why we see opportunity in private market investments, and how we help our clients consider private investments in context of their needs and goals.
Q3 2019 ECONOMIC OUTLOOK: Enter the Fed
US Stock and bond markets are back to new highs, thanks to the Federal Reserve’s willingness to lower interest rates, as soon as this month. Will lower rates help extend what is now the longest economic expansion in US history? Probably. But this added stimulus could cause problems in the longer-term. Find out how we are positioning portfolios in light of rising economic uncertainty.