Posts
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Money Messages for Ages 3 to 25
September 10, 2024
Money Messages for Ages 3 to 25
You don’t know if your children or grandchildren will grow up to be ballerinas or bankers, stay-at-home dads or globetrotters. But you can convey through your actions and wo
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The Monday Mix: Sept. 2 – 8, 2024
September 9, 2024
The Monday Mix: Sept. 2 – 8, 2024
— The U.S. economy added 142,000 jobs in August, up from just 89,000 in July, but fewer than expected; the unemployment rate dipped slightly to 4.2%. — A key mea
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The Monday Mix: Aug. 26 – Sept. 1
September 3, 2024
The Monday Mix: Aug. 26 – Sept. 1
— The U.S. economy grew a strong 3% in the 2nd quarter (per 2nd revised estimate) and U.S. consumer spending was up a solid 0.5% in July, bolstering argument that Fed wi
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The U.S. Election, Policy & the Markets: Insights from Michael Townsend
August 23, 2024
The U.S. Election, Policy & the Markets: Insights from Michael Townsend
Yesterday was the last day of the Democratic National Convention in Chicago, and we are now just over 70 days away from the U.S. elections that will determine a new President
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Trust-Based Philanthropy in Context
August 15, 2024
Trust-Based Philanthropy in Context
Trust-based philanthropy has been gaining ground in the 2020s, providing a way to reframe the relationship between donors and nonprofits in a more productive, equitable way. I
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The Monday Mix: August 5 – 11, 2024
August 12, 2024
The Monday Mix: August 5 – 11, 2024
— Global market volatility soared after the interest rate differential between Japanese and U.S. government bonds became likely to shrink, making the “carry trade&
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Get to Know the 2024 LNW Summer Interns
August 9, 2024
Get to Know the 2024 LNW Summer Interns
We know from an extensive body of research, and our own experience as a firm, that diverse teams perform better and drive better business outcomes. But building a diverse team
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Financial Planning Tips For Each Decade of Life
August 7, 2024
Financial Planning Tips For Each Decade of Life
As longtime wealth advisors, we’ve seen this first-hand: The benefits of good financial decisions tend to compound over time, creating a lifetime advantage. Based on our
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Financial Advice is as Important as Legal Advice When Navigating Divorce
August 2, 2024
Financial Advice is as Important as Legal Advice When Navigating Divorce
Navigating the emotional complexities of divorce is challenging enough, but there is a world of financial and legal decisions that must be addressed as well. How do you balanc