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- A Banner Year As Stocks
Climb a Wall of Worry
Without an increase in corporate earnings, the equity markets are now fairly expensive across the board and vulnerable to disappointments. Stll, we don’t find current economic fundamentals disconcerting, and downside risk is most likely less severe than in the last few recessions.
STOCK OPTIONS & OTHER EQUITY COMP
After more than a decade of rising stock prices, now’s NOT the time to leave your stock options and other equity comp on auto pilot. LNWM’s Kristi Mathisen, head of financial and tax planning, presents four key things you must know before taking action.
TRUSTS VS. WILLS: 6 Reasons You Need Both
A trust makes sense not just for tax savings but for a wide variety of very practical reasons. LNWM’s Carla C. Wigen, head of fiduciary strategy, explains why a will is often not enough if you want to make the most of your assets now and for generations to come.
IMPACT INVESTING AT LNWM
Say you want to invest in line with your values. How do you actually start? Find out about the various levels of impact you can have through your portfolio and how we partner with clients to make that happen, in this Q&A with CIO Gino Perrina and Jeanne Goussev, head of LNWM’s fiduciary services.
Q4 2019 ECONOMIC OUTLOOK: Rising Risks, Not Sinking Ships
Economic indicators are pointing to slower US growth, and political turmoil is on the rise. While Federal Reserve policy remains accommodative, lower interest rates only go so far given the global nature of our economy. Find out what key factors we think will drive returns for the remainder of this year, and changes we’ve made to portfolios ahead of 2020.