The S&P 500 is up nearly 9% so far in 2023 (as of Oct. 25), but market sentiment is definitely more skittish as we head into the end of the year...
We create for each of our clients a strategic business plan for investing that brings vision, structure and discipline to the preservation and growth...
The yields on many money market funds are now at 5% or higher (pre-tax), making them a more attractive place to park cash than they have been for seve...
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...
We have been saying for a while now that the Federal Reserve’s accelerated and aggressive interest rate increases risk breaking something. The first...
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...
Excerpt from our Q4 2022 Economic Commentary: As practitioners of behavioral finance, we realize that now and into next year there will be peak tempta...
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...
Earlier this week, LNWM CIO Ron Albahary, CFA® sent an email to clients outlining our latest thinking on market developments. Below is an excerpt: &#...
