Posts
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The Monday Mix: August 14 – 20, 2023
August 21, 2023
The Monday Mix: August 14 – 20, 2023
Top-of-mind economic news as we start the week: — U.S. 30-year mortgage rates climbed above 7%, a 21-year high; homebuilder sentiment dropped sharply. — U.S. retai
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The Monday Mix: August 7 – 13, 2023
August 14, 2023
The Monday Mix: August 7 – 13, 2023
Top-of-mind economic news as we start the week: — The Fed’s measure of delinquent credit card debt (30 or more days late) rose to 7.2% in the 2nd quarter, the highest
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RIA Survey & Ranking
August 11, 2023
RIA Survey & Ranking
We are honored to be included in this list among many of our respected peers. In addition, Managing Partner Deb Wetherby was among the industry leaders who discussed the chall
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The Monday Mix: July 31 – Aug. 6, 2023
August 7, 2023
The Monday Mix: July 31 – Aug. 6, 2023
Top-of-mind economic news as we start the week: — The U.S. credit rating was downgraded by Fitch Ratings to AA+ citing political instability; of the three major rating f
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‘The forever game’: Why large RIAs are entering the trust business
August 4, 2023
‘The forever game’: Why large RIAs are entering the trust business
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The Monday Mix: July 17 – 23, 2023
July 24, 2023
The Monday Mix: July 17 – 23, 2023
Top-of-mind economic news as we start the week: — U.S retail sales rose just 0.2% in May (not adjusted for inflation), less than expected and a sign that consumers have
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The Monday Mix: July 9 – 15, 2023
July 17, 2023
The Monday Mix: July 9 – 15, 2023
Top-of-mind economic news as we start the week: — June U.S. inflation hit the lowest levels in two years: 3% for consumer prices (CPI) and 2.1% wholesale (PPI); consumer
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The Monday Mix: July 3 – 9, 2023
July 10, 2023
The Monday Mix: July 3 – 9, 2023
Top-of-mind economic news as we start the week: — Differing jobs reports for June: Payroll processing firm ADP said 497,000 private sector jobs were added vs. 209,000 fo
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Laird Norton Wealth Management opens East Coast office
July 6, 2023
Laird Norton Wealth Management opens East Coast office