Posts
-
Investing a Windfall One Step at a Time
August 30, 2024
Investing a Windfall One Step at a Time
Maybe you’re selling a share of a business, real estate, or about to receive an inheritance. Given the runup in asset prices – from stocks to real...
-
The Monday Mix: Aug. 12 – 18, 2024
August 19, 2024
The Monday Mix: Aug. 12 – 18, 2024
— The U.S. Consumer Price Index slowed to a 2.9% annualized rate in July, the lowest level since 2021; while the three-year inflation outlook hi...
-
A Plan for Your Wealth and Life
August 7, 2024
A Plan for Your Wealth and Life
For Carla C. Wigen, President of Trust Services at LNW, effective wealth management is built on conversations that matter, not just numbers. That mean...
-
The Trust Toolkit
August 7, 2024
The Trust Toolkit
Trusts are often referred to as powerful tools, but we find that they are more like a toolkit, especially for families with significant wealth. It is...
-
The Monday Mix: July 29 – Aug. 4, 2024
August 5, 2024
The Monday Mix: July 29 – Aug. 4, 2024
— The U.S. economy added only 114,000 new jobs in July, a third less than expected, and unemployment rose to 4.3%, increasing fears of recession...
-
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 Cha...
-
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 co...
-
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 beneficiari...
-
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...
