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 – Trade and Interest Rates Remain Big Concerns
There is higher uncertainty about the pace of global economic growth and the path of interest rates, despite the Federal Reserve telegraphing fewer rate increases in 2019. We are looking to reduce risk at the margins while continuing to emphasize asset classes that tend to perform well during the late stages of economic cycles. In fixed income, we remain invested in strategies that have a flexible approach to both interest rate risk and credit risk.
Estate Planning, Part II: Wills, Trusts & Key Considerations
How to gain control, privacy and tax-efficiency in your estate plan. By Kristi Mathisen, Managing Director of Tax and Financial Planning at Laird Norton Wealth Management.
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.
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.
VIDEO: 2018 Tax Changes Overview
Watch: Tax laws have changed starting in 2018 tax year. Get the highlights in this on-demand video presentation.
The New 2018 Taxes: What You Need to Know
Get the key insights to the new 2018 tax law and how it will affect you. Find out what has changed, who is likely to benefit from tax reform, and what you should do now.
8 Tips to Keep Your E-Data Safe
Get the 8 tips on how to protect your personal information online and what to do should you get hacked. Hint: When in doubt, don’t click!