Featured Content
Commentary Q3 2024: VUCA at the GATE
After a strong start to the year, Volatility, Uncertainty, Complexity and Ambiguity (aka VUCA) could all pick up in the second half of 2024. LNW CIO Ron G. Albahary, CFA® assesses new risks and opportunities and the implications for LNW portfolios. Click here for the Executive Summary or download full paper below.
How Trusts are Taxed: Key Considerations for Multigen Wealth
Trusts in the U.S. are taxed at much higher rates than people or companies. And that difference can greatly impact how effectively your family trust operates over time, especially over many generations. LNW’s Kristi Mathisen, Managing Director of Tax and Financial Planning, describes the many ways we work to make LNW trusts as tax-efficient as possible
What to Consider When Your Child Turns 18
There are plenty of milestone birthdays for your children – when they officially become a teenager at 13, their sweet 16 – but none of them have quite the same weight, both emotionally and practically, as when your child turns 18, at least here in the U.S. When they turn 18, your child is officially
With lower interest rates priced in, what else is driving the markets? By David Baker, Senior Director, Investment Strategy and Communications.
In the past two months, U.S. bonds have outperformed stocks. We discuss why and the implications.
— The U.S. economy grew a strong 3% in the 2nd quarter (per 2nd revised estimate) and U.S. consumer spending was up a solid 0.5% in July, bolstering argument that Fed wi
Maybe you’re selling a share of a business, real estate, or about to receive an inheritance. Given the runup in asset prices – from stocks to real estate to private equity
— The U.S. economy added nearly 30% fewer jobs (- 818,000) for the 12 months ended March 2024, per the preliminary annual benchmark revision by the Bureau of Labor Stati
Yesterday was the last day of the Democratic National Convention in Chicago, and we are now just over 70 days away from the U.S. elections that will determine a new President
— The U.S. Consumer Price Index slowed to a 2.9% annualized rate in July, the lowest level since 2021; while the three-year inflation outlook hit 2.3%, a low not seen si
Trust-based philanthropy has been gaining ground in the 2020s, providing a way to reframe the relationship between donors and nonprofits in a more productive, equitable way. I
— Global market volatility soared after the interest rate differential between Japanese and U.S. government bonds became likely to shrink, making the “carry trade&
