Posts
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Opinion: Private loans can be an investment in your family’s future
July 30, 2020
Opinion: Private loans can be an investment in your family’s future
For many families, private loans are a tax-smart tool for building and maintaining generational wealth, say’s LNWM’s Carla Wigen in this Puget Sou...
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Attention Retirees: Do You Really Need to Sell All Your Stocks?
June 25, 2020
Attention Retirees: Do You Really Need to Sell All Your Stocks?
Have you been tempted to sell all your stocks or stock funds this year? If yes, you are not alone. Many people, especially those near or in retirement...
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Crisis can be a catalyst to clarify goals, create sustainable impact
May 28, 2020
Crisis can be a catalyst to clarify goals, create sustainable impact
Kristen Bauer, LNWM CEO, opines on how Covid-19 is a call to action for families looking for new ways to define their values and establish a legacy.
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Laird Norton’s wealth management wing welcomes new CEO during uncertain times
May 8, 2020
Laird Norton’s wealth management wing welcomes new CEO during uncertain times
Kristen Bauer, Bob Moser, and Jeff Vincent comment on the past, present and future of LNWM. (subscription required to access)
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Laird Norton Wealth Management Names Kristen Bauer CEO
May 5, 2020
Laird Norton Wealth Management Names Kristen Bauer CEO
The Board of Directors of Laird Norton Wealth Management (LNWM) has selected Kristen Bauer as the next CEO of the company succeeding Robert Moser who...
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Opinion: Family businesses should consider trusts to save on taxes
January 18, 2020
Opinion: Family businesses should consider trusts to save on taxes
Carla Wigen writes about a unique type of trust used by family business owners to revitalize their companies while improving their personal cash flow...
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Say Goodbye to Stretch IRAs as of January 2020 Thanks to the SECURE Act
January 2, 2020
Say Goodbye to Stretch IRAs as of January 2020 Thanks to the SECURE Act
As most people were busy shopping for the holidays, Congress and the White House actually passed a new law — The SECURE Act — aimed at ret...
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Emotionally Controlled Investing
April 30, 2015
Emotionally Controlled Investing
Updated May 14, 2025. Buy low and sell high. When it comes to investing, that sounds easy enough, right? Then why is it so difficult? Because, when th...
