Posts
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The Monday Mix: Feb. 5 – 11, 2024
February 12, 2024
The Monday Mix: Feb. 5 – 11, 2024
Top-of-mind economic news as we start the week: — Mexico became the largest source of U.S. imports in 2023, replacing China for the first time since 2002. — The
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10 Questions to Ask When Choosing a Wealth Advisory
February 2, 2024
10 Questions to Ask When Choosing a Wealth Advisory
Many people know to spend extensive time and energy searching for the most capable and experienced doctors. The same effort should apply to finding the right wealth advisor, e
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The Benefits of a South Dakota Trust
February 1, 2024
The Benefits of a South Dakota Trust
It’s good to have options. In 2023, LNW took a major step to provide our clients with more flexibility in how their trusts are structured and operate: We created the LNW
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The Monday Mix: Jan. 22 – 28, 2024
January 29, 2024
The Monday Mix: Jan. 22 – 28, 2024
— The U.S. economy grew a strong 3.3% annualized in the 4th quarter of 2023, while inflation pulled back, giving credence to a soft landing. — U.S. pending home sa
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Is Your DAF More Like a Checking, Savings or Investment Account?
January 26, 2024
Is Your DAF More Like a Checking, Savings or Investment Account?
Many families with significant wealth set up Donor Advised Funds (DAFs) because they work on many different levels: the upfront tax deduction, privacy in how the DAF money is
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WA State 7% Capital Gains Tax Remains in Place for 2024
January 19, 2024
WA State 7% Capital Gains Tax Remains in Place for 2024
On January 16, 2024, the U.S. Supreme Court said it would NOT be reviewing the lawsuit challenging Washington State’s 7% tax on capital gains over $250,000 (Quinn v. Was
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The Monday Mix: Jan. 9 – 15, 2024
January 16, 2024
The Monday Mix: Jan. 9 – 15, 2024
Top-of-mind economic news as we start the week: — U.S. consumer price inflation (as measured by CPI) rose 3.4% in Dec., up from 3.1% in Nov.; however, producer prices (P
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Laird Norton, Wetherby Unite Six Offices Under New Brand
January 11, 2024
Laird Norton, Wetherby Unite Six Offices Under New Brand
PRESS RELEASE Media Contacts Erin Moyer, 206.464.5259, EMoyer@LNWAdvisors.comSam Butler, 206.788.6504, sam@35thAvenuePartners.com Seattle & San Francisco – January 11, 2
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The Monday Mix: Dec. 18 – 24, 2023
December 26, 2023
The Monday Mix: Dec. 18 – 24, 2023
Top-of-mind economic news as we start the week: — The US economy expanded 4.9% in the third quarter, slightly weaker than previously estimated. — Prices fell last