Posts
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Rebranding your financial advisory firm
April 25, 2024
Rebranding your financial advisory firm
Erin Moyer, Managing Director, Marketing & Communications, discusses LNW’s recent rebrand and the importance of honoring the past while signaling the future.
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The Monday Mix: April 15 – 21, 2024
April 22, 2024
The Monday Mix: April 15 – 21, 2024
— Oil prices post weekly loss as market sees limited risk of wider war after Israel strike on Iran. — Retail sales surge 0.7% in March as Americans seem unfazed
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Raising Money Wise Kids
April 18, 2024
Raising Money Wise Kids
It’s not their teachers nor their friends. Parents are by far the single biggest influence on how kids think about money. From pre-school through high school, here are thoug
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The Monday Mix: March 18 – 24, 2024
March 25, 2024
The Monday Mix: March 18 – 24, 2024
— Federal Reserve holds rates steady and maintains three cuts coming sometime this year. — February home sales spike 9.5%, the largest monthly gain in a year, as s
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New SEC Rules on Emissions and Climate Risk Reporting in Context
March 14, 2024
New SEC Rules on Emissions and Climate Risk Reporting in Context
Last week, March 6, 2024, the Securities and Exchange Commission (SEC) approved new rules on which U.S. public companies are required to report regarding their greenhouse gas
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LNW Wealth Manager Christy Covalesky Named One of Forbes’ Top Women Wealth Advisors
March 12, 2024
LNW Wealth Manager Christy Covalesky Named One of Forbes’ Top Women Wealth Advisors
We’re pleased to share that LNW Wealth Manager Christy Covalesky CFP® has been named one of Forbes’ Top Women Wealth Advisors in Northern California. The eighth a
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The Monday Mix: March 4 – 10, 2024
March 11, 2024
The Monday Mix: March 4 – 10, 2024
— Federal Reserve Chair Jerome Powell said he wants to see more evidence that inflation is falling before starting to cut interest rates. — The U.S. economy adde
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The Monday Mix: Feb. 12 – 18, 2024
February 19, 2024
The Monday Mix: Feb. 12 – 18, 2024
— The U.S. Consumer Price Index rose 0.3% in Jan. (3.1% annualized rate), while producer prices also rose 0.3%, indicating inflation has slowed but staying above 2% Fed
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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