LNW

Posts

• Impact Investing: Q1 2025 Digest of Key Developments
  Impact

  March 19, 2025

  Impact Investing: Q1 2025 Digest of Key Developments

  Over the past few years, the impact investing industry has faced headwinds in the form of regulatory scrutiny and uncertainty, pressure from anti-ESG...

• The Monday Mix: Feb. 3 – 9, 2025
  Investments

  February 10, 2025

  The Monday Mix: Feb. 3 – 9, 2025

  — President Trump said the U.S. will levy 25% tariffs on all steel and aluminum imports starting Feb. 10; Canada provides most U.S aluminum impo...

• Trust? 529 Plan? UTMA? Which Account Is Best for Your Young Child
  Wealth Planning

  January 13, 2025

  Trust? 529 Plan? UTMA? Which Account Is Best for Your Young Child

  The answer for families with significant wealth is often all three; please read on to find out why. Especially at the beginning of the year, parents (...

• The Monday Mix: Dec. 30 – Jan. 5, 2025
  Monday Morning Mix

  January 6, 2025

  The Monday Mix: Dec. 30 – Jan. 5, 2025

  Happy New Year all. Here are the top-of-mind headlines here at LNW as we start 2025: — U.S. credit card companies wrote off 50% more in card debt l...

• The Monday Mix: Dec. 9 – 15, 2024
  Monday Morning Mix

  December 16, 2024

  The Monday Mix: Dec. 9 – 15, 2024

  — U.S. retail (+0.3%) and wholesale prices (+0.4%) rose more than expected in November, indicating inflation remains a concern.  — The Fe...

• Charitable Gift Annuities (CGAs): Higher Rates Extended into 2025
  Wealth Planning

  December 13, 2024

  Charitable Gift Annuities (CGAs): Higher Rates Extended into 2025

  Thinking of donating to a university or another nonprofit but want income as well as tax advantages from the gift? A Charitable Gift Annuity or CGA is...

• The Monday Mix: Dec. 2 – 8, 2024
  Monday Morning Mix

  December 9, 2024

  The Monday Mix: Dec. 2 – 8, 2024

  — The U.S. economy added a healthy 227,000 jobs in November, with unemployment remaining a low 4.2%; U.S. stocks hit record highs. — Oil a...

• Better Together
  Firm News

  November 27, 2024

  Better Together

  In a year that has been filled with all sorts of strife and uncertainty, we are as thankful as ever for our extraordinary group of clients, our many c...

• Second Marriages & Trusts Can Lead to Awkward Moments
  Wealth Planning

  November 19, 2024

  Second Marriages & Trusts Can Lead to Awkward Moments

  It’s the second marriage for both you and your new spouse, and so far it’s been a beautiful life. Despite your happiness, the two of you are mindf...