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Commentary Q1 2025: Entertaining Imperfection
After two stellar years for U.S. equities, we are entering 2025 with higher potential for disappointment as well as cause for optimism, particularly in areas where growth and transformation are underway.
Why We Invest in Real Assets
At LNW, we strategically invest in real assets to diversify and improve portfolio outcomes, especially when inflation and market volatility are cause for concern. Find out which types of real assets we typically include in client portfolios and their unique attributes.
What to Know About Upcoming Changes to the Estate and Gift Tax Exemption
As you have likely heard over the past year, the Tax Cuts and Jobs Act of 2017 (TCJA) is set to expire in January of 2026. With its expiration, important tax and estate planning provisions are scheduled to change. Most notably, the significantly elevated federal estate and gift tax exemption is poised to reduce by
— The Trump administration is expected to issue 100s of executive orders the week of Jan. 20, including on energy and environmental policy and immigration. — U.S.
During our day-to-day operations at LNW, we face a constant barrage of threats from cyber attackers. This is not uncommon for our industry. Bad actors know that companies in t
This past year, LNW was recognized nationally for the work we do for clients at the firm level and also for the outstanding work of individual team members. While we welcome t
— U.S. consumer expectations for long-term inflation rose to 3.3% annualized (up from 3%), affecting consumer sentiment which is also down a bit in the latest survey.
Why 2025 calls for common sense portfolio strategies. By David Baker, Senior Director, Investment Strategy and Communications
While there is data to support another potentially rosy year for the markets, we present a handful of considerations that give us pause.
Happy New Year all. Here are the top-of-mind headlines here at LNW as we start 2025: — U.S. credit card companies wrote off 50% more in card debt last year — total of $46
— The U.S. government will hit its borrowing limit between Jan. 14 and 23, the U.S. Treasury Secretary warned Congress and urged them to take measures to avoid default.
— The Federal Reserve lowered its key interest rate by 25 basis points (to 4.25 – 4.5%) and indicated fewer rate cuts in 2025; the 30-year mortgage shot up to 6.7%
