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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 i…
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…
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, import…
“Higher for longer” has been our thesis for U.S. interest rates since the start of 2022. U.S. inflation spurred by years of low interest rates, ne...
— Earnings from S&P 500 companies are expected to rise 7% for 1st quarter 2025 (down from estimated 11% growth at the start of the year), wi...
Climate risks are increasingly a concern for homeowners and real estate investors. Thankfully, in the past five years more sources have cropped up for...
Over the past few years, the impact investing industry has faced headwinds in the form of regulatory scrutiny and uncertainty, pressure from anti-ESG...
— The Federal Reserve is expected to hold its key interest rate steady at March 18-19 meeting; currently market expectations are for potentially...
As a former long-only equity portfolio manager, I feel like I am in a position to say the following without insulting anyone: Credit investors are sma...
Several recent surveys confirm that South Dakota is one of the most advantageous states to locate a trust. We were glad to hear that, although not tot...
— The U.S. economy added a decent 151,000 new jobs in Feb., but this does not yet reflect most government layoffs; people working part-time but...
How we are navigating volatile markets and a year full of change. By David Baker, Senior Director, Investment Strategy and Communications.
