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Commentary Q3 2025: VUCA 2.0
Financial markets continue to adapt to the new paradigm as real interest rates remain elevated amid headline-driven trade negotiations, ambitious fisc…

The Elements of Successful Trusts
Trusts have long been used to transfer wealth from one generation to the next. But they can also create headaches and regrets if not carefully planned…

Family Legacy One Story at a Time
However you definite legacy, it is often based on stories passed down across generations. Young people especially can benefit from hearing family stor…
— U.S. inflation ticked up in June by 0.3%, bringing the annualized rate to 2.7%; meanwhile, wholesale inflation remained unchanged, indicating...
The mega reconciliation bill inched its way through Congress and was signed into law by President Trump on July 4. Known as the “One Big Beautiful B...
— The Trump administration announced 30% tariffs on imports from the European Union and Mexico as of August 1, after extending global tariff dea...
— President Trump signed a massive budget bill into law, extending the 2017 tax cuts, adding tax new tax cuts (workers and seniors) and boosting...
With record highs recently hit, the factors likely to move the markets in the 2nd half of 2025. By Andrew Whitney, LNW Investment Associate.
A strong undercurrent of uncertainty continues, albeit muted by some progress on trade deals, a pro-growth budget bill and the potential for lower U.S...
LNW, a leading wealth management industry participant servicing the North American family office and family wealth industry, has been selected as a wi...
— For 2nd quarter 2025, S&P 500 earnings are expected to increase 5% on average vs. same quarter in 2024; for 2025, a 9% increase is expecte...
— The U.S. bombed Iran’s nuclear production sites, escalating potential for war in the Middle East; markets are pricing in a gradual de-es...