Posts
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The Monday Mix: July 15 – 21, 2024
July 22, 2024
The Monday Mix: July 15 – 21, 2024
— U.S. futures markets indicate a 93% probability that the Federal Reserve will cut its key interest rate by 25 basis points in Sept., after Chair Powell said 2% inflati
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Considering a Trust? Know the Benefits for You
July 17, 2024
Considering a Trust? Know the Benefits for You
Trusts can be powerful planning tools, especially for families and individuals with significant wealth. Their superpower is that they can provide a combination of positive out
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How We Work with Trust Beneficiaries
July 17, 2024
How We Work with Trust Beneficiaries
As a corporate trustee, LNW serves as a fiduciary, which means we are obligated by law to administer the trust in the best interest of the beneficiaries. What does that mean?
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Choosing the Right Trustee
July 17, 2024
Choosing the Right Trustee
One of the most important decisions you will face when establishing a trust is naming a trustee. So what is the trustee exactly? A trustee is a person or company legally autho
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Estate Planning Checklist
July 12, 2024
Estate Planning Checklist
Estate planning sounds abstract but it is actually very practical. It is the nuts and bolts of what you want to do with your assets, while you are alive and after you are gone
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Behavioral Finance: Recognizing Biases and Avoiding Mistakes
July 12, 2024
Behavioral Finance: Recognizing Biases and Avoiding Mistakes
“Great investors are those who are generally less affected by cognitive bias than the general population, learn about biases and how to cope with them, and put themselve
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The Monday Mix: July 1 – 7, 2024
July 8, 2024
The Monday Mix: July 1 – 7, 2024
— The U.S. unemployment rate edged up slightly in June to 4.1%, the highest level since Oct. 2021, as 205,000 new jobs were added. — U.S. manufacturing output fell
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The Monday Mix: June 24 – 30, 2024
July 1, 2024
The Monday Mix: June 24 – 30, 2024
— U.S. inflation rose at an annualized rate of 2.6% in May (per the Federal Reserve’s preferred indicator); this is the lowest level since March 2021, when inflati
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The Age of Responsibility: When to Give Major Money to the Next Generation
June 28, 2024
The Age of Responsibility: When to Give Major Money to the Next Generation
“A long-ago client of mine had a cousin who got a big inheritance at age 21; it was gone in a few years, spent on tropical fish. His mother had no control over his spend
