Posts
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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
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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 is 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 Trus
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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
