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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Hedge Funds: Where’s the Hedge?
LNWM Investment Analyst Nathan Barnard explains why hedge funds are not technically a hedge against stock market declines. That is, when stocks drop, so might hedge funds and vice versa. What makes hedge funds valuable is their different levels of correlation to stocks, which can lower risk without sacrificing returns over time.
Real Estate Exchanges: The Ins and Outs
Are your real estate investments not providing what you need? Then you might want to consider a 1031 tax-free exchange to get the property you want without paying high capital gains taxes on the one you’re selling. LNWM Senior Client Analyst Nadia Reynolds walks us through the process and what you need to know.
Opportunity Zones: The Promise and the Pitfalls
Seattle’s Pioneer Square, Oakland, CA, Long Island City, NY and even Provincetown, MA. These are a few of the newly defined Opportunity Zones, low-income areas that are attracting loads of attention from investors. The draw: capital gains invested in these areas get major tax breaks. LNWM’s Carla Wigen and Kristi Mathisen explain.
Q1 2019 Economic Outlook: More Fear, A Bit Less Greed
We’ve gone from a just-right, Goldilocks Economy to a Red Riding Hood Economy, where danger seems to lurk around every corner. Risk has certainly increased in the markets, but there are also many things that can go right in 2019. Find out how we have positioned LNWM portfolios to lower risk and be ready to capitalize on new opportunities.
ECONOMIC FLASH – Volatility Surges Amid Fears of a Slowdown
Strong consumer and wage data indicate stable (if not robust) growth, and the risk of recession remains low, even as the drama of the trade war continues to play out. Within equities, we are emphasizing sectors that tend to perform well during the latter parts of economic cycles and downturns, such as infrastructure.
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.