A balanced portfolio that is 40% bonds and the rest in stocks has worked well for decades. But as we explain, the times have changed: The total return on bonds going forward i
Real estate has been a bright spot in the US economy for the last 10 years, but look below the surface in today’s context and you see some segments sizzling while others are
The impact of Covid-19 has been unevenly felt, both health-wise and economically, but it has resulted in major shifts that are likely to affect almost everyone, the economy an
A roundup of how the world is changing, based on what we’re hearing from the asset managers we work with and other thought leaders. This is the type of information we gather
US tax policy could change significantly in the next several years, especially for US corporations and high-income Americans. While specifics on non-corporate taxes are not ye
Kristen became LNWM CEO on May 15, 2020. In this Q&A, she talks about what’s top-of-mind for her and the company: new ways we’ll be serving clients; what it’s like leadi
COVID-19 is disruptive for most Americans, trying for many, and devastating for some. But it will eventually be contained. The question is how long from now, and what toll wil
When the going gets tough, long-term investors can hang tough, but only with a portfolio built prepared to weather turbulence. We take a closer look at what it means to be a l
Especially in down markets, a strategy known as tax-loss harvesting can reduce investment taxes now and way into the future, and in the process boost after-tax returns. But ex