Posts
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Markets & the Economy: Where We’re At in Mid-2022
June 10, 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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LNWM Q2 Commentary: The Long View on 2022
April 21, 2022
LNWM Q2 Commentary: The Long View on 2022
The market regime change we pointed to in January seems to be in full swing, hastened by the invasion of Ukraine. We analyze what this might mean for the markets and the econo
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Initial Thoughts on the Ukrainian Conflict
February 25, 2022
Initial Thoughts on the Ukrainian Conflict
Excerpted from an email sent to LNWM clients by CIO Ron Albahary, CFA® on Feb. 24, 2022: ————————————&
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How LNWM Helps Clients Invest for Impact and Return
February 16, 2022
How LNWM Helps Clients Invest for Impact and Return
In this podcast hosted by Impact Capital Managers, LNWM CIO Ron Albahary, CFA® explains what makes LNWM unique in the wealth management world and the different ways we help c
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LNWM Quarterly Commentary Q1 2022: Navigating Transition
January 20, 2022
LNWM Quarterly Commentary Q1 2022: Navigating Transition
Many catalysts are in place to drive a change in market regime in 2022. We explore what those are, what the potential effects on the markets could be, and how LNWM portfolios
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LNWM Quarterly Commentary: Let the Good Times Roll…
October 14, 2021
LNWM Quarterly Commentary: Let the Good Times Roll…
We don’t need to know when the good times for the markets will actually end. LNWM CIO Ron Albahary explains why and how our investment process and philosophy keeps our eyes