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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Q1 2020 Economic Outlook: Goldilocks Vs. the Bear
Low interest rates. Low inflation. Low unemployment. These are the makings of a “Goldilocks” economy, which helped drive stock prices up nearly 30% in 2019. But 2020 could be different, as the longest bull market in history grapples with a US presidential election and the limits of monetary stimulus. Find out how we are positioned and key metrics we are using to determine if/when to change course.
Tax Strategies 2020
US tax rates are likely to rise in the coming decade, especially for higher income Americans. Kristi Mathisen, LNWM’s Managing Director of Financial and Tax Planning, discusses why and what you can do now to lock in tax savings and prepare for potentially higher rates be it on your estate, business income or capital gains.
The Case for Global Investing
The 2010s were fantastic for US stocks. But what about the 2020s? LNWM Sr. Investment Analyst Josh Hile makes the case for a globally diversified portfolio to take advantage of higher growth and lower valuations in foreign markets in the decade ahead.
Retired and Resilient: Strategies for the 2020s
Retirement is not a static time of life. Usually, it is full of change. LNWM Client Advisor Rodney Van Belle presents three ways to stay financially resilient well into your 90s and make the most of life’s opportunities and challenges.
ECONOMIC FLASH – After a Banner Year
Even if US corporate earnings growth rebounds in 2020, a key question is: How much of that growth is already reflected in stock prices given the 2019 surge? A fair amount most likely. High valuations aside, we do not see a catalyst at this time for a substantial market correction.