Posts
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The Monday Mix: Sept. 12 – 18, 2022
September 19, 2022
The Monday Mix: Sept. 12 – 18, 2022
— U.S. inflation as measured by the Consumer Price Index (CPI) remains stubbornly high; prices are up 8.3% over the past 12 months, after August’s 0.1% rise.
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The Monday Mix: Sept. 5 – 11, 2022
September 12, 2022
The Monday Mix: Sept. 5 – 11, 2022
Top-of-mind economic headlines as we start the week: — The European Central Bank exited negative interest rates, raising its key rate to around zero (up 75 basis points)
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The Monday Mix: Aug. 29 – Sept. 4, 2022
September 5, 2022
The Monday Mix: Aug. 29 – Sept. 4, 2022
Top-of-mind economic news as we start the week: — The U.S. economy added 315,000 jobs in August, indicating hiring remains strong; unemployment rate rose as more workers
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529 Plans by Non-Parents and the New FAFSA
September 2, 2022
529 Plans by Non-Parents and the New FAFSA
Labor Day weekend marks the start of another school year, with many parents and grandparents thinking about how best to fund education for kids that will soon be miraculously
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The Monday Mix: Aug. 22 – 28, 2022
August 29, 2022
The Monday Mix: Aug. 22 – 28, 2022
— U.S. GDP fell by 0.6% in the second quarter, a much smaller decline than the original -1.2% estimate. — The Federal Reserve will continue to raise interest rates
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The Monday Mix: August 15 – 21, 2022
August 22, 2022
The Monday Mix: August 15 – 21, 2022
Top-of-mind economic headlines as we start the week; — Sales of existing U.S. homes fell 5.9% in July (from June) and the median sale price dropped 2.4% from the all-tim
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The Monday Mix: Aug. 8 – 14, 2022
August 15, 2022
The Monday Mix: Aug. 8 – 14, 2022
Top-of-mind economic headlines as we start the week: — U.S. consumer prices were essentially flat in July (-0.02%) vs. a 1.3% rise in June, as the drop in gas prices off
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CEO Kristen Bauer on What Makes LNWM LNWM
August 12, 2022
CEO Kristen Bauer on What Makes LNWM LNWM
LNWM CEO Kirsten Bauer was recently interviewed by the private equity firm the Rosemount Investment Group on LNWM’s approach to managing family wealth. Given Kristen’s lo
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Deb Wetherby Among Barron’s Top Women Advisors
August 3, 2022
Deb Wetherby Among Barron’s Top Women Advisors
Proud to announce that Deb Wetherby, head of our sister company Wetherby Asset Management, was recently named by Barron’s as one of the Top Women Financial Advisors for 2022