Posts
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Client-Centered Investing: Q&A with Ron Albahary
Client-Centered Investing: Q&A with Ron Albahary
To his work as CIO of LNW, Ronald G. Albahary, CFA® brings more than 30 years of experience managing portfolios for high-net-worth and ultra-hi...
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What If the Fed Doesn’t Deliver?
What If the Fed Doesn’t Deliver?
“Inflation is still high. The ongoing progress in bringing it down is not assured and the path forward is unsure.” — Fed Chair Jerom...
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Commentary Q1 2024: The Year of Momentous Elections
Commentary Q1 2024: The Year of Momentous Elections
The more acute risks in the coming year are likely to be political and geopolitical, says LNW CIO Ron G. Albahary, CFA®. Find out how we are navigat...
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Key Considerations for 2nd Half of 2023
Key Considerations for 2nd Half of 2023
The first half of 2023 was a positive surprise to industry prognosticators, proving two things we tend to emphasize for good reason: (1) It’s never...
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Doubling Down on Diversification
Doubling Down on Diversification
We have been saying for a while now that the Federal Reserve’s accelerated and aggressive interest rate increases risk breaking something. The first...
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Update on SVB and Signature Bank Failures
Update on SVB and Signature Bank Failures
Market dynamics can change quickly during turbulent times, and that has certainly been the case since I wrote to our clients on Friday. On the heels o...
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What to Keep in Mind During a Bear Market
What to Keep in Mind During a Bear Market
Last week was a historically bad week for the markets. I would like to offer some additional perspective on the magnitude of what is happening as head...
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Markets & the Economy: Where We’re At in Mid-2022
Markets & the Economy: Where We’re At in Mid-2022
Earlier this week, LNWM CIO Ron Albahary, CFA® sent an email to clients outlining our latest thinking on market developments. Below is an excerpt: &#...
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Initial Thoughts on the Ukrainian Conflict
Initial Thoughts on the Ukrainian Conflict
While this note will focus on investing, let me start out by saying our hearts and our thoughts go out to the people of Ukraine today. We hope this is...
