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 – Reasons the Stock Rally Could Continue
High demand for fixed income, due to demographic and economic forces, is likely to prevent a dramatic shift upward in interest rates. With this in mind, we are evaluating higher-yielding areas, such as emerging markets debt, for the portion of our fixed-income portfolios seeking excess return.
Q2 2017 Economic Outlook – Where to Now for US Equities?
We think the market rally so far in 2017 has been driven mostly by fundamentals, not the new administration’s proposed fiscal policy. As the markets continue to climb a “wall of worry,” we expect the recent pickup in volatility to continue, making global diversification more important than ever.
Retirement Planning for Greater Control
Conventional wisdom on retirement savings can lead you down a path of limited options and potentially higher taxes. LNWM Client Advisor Susan Talton discusses how to make deliberate decisions during the three major phases of retirement, resulting in more control and fewer surprises.
LNWM Investment Process & Philosophy
The basis of our success is the work we do for clients in four key areas. We discuss each of these, and why we think our approach provides clients with a lifetime advantage.