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Commentary Q4 2024: The U.S. Experiment Gets Tested
With U.S. elections just weeks away, LNW CIO Ron G. Albahary, CFA® assesses the implications for the markets and the economy, the factors behind the 2024 rally in virtually all asset classes, and ideas for positioning portfolios heading into 2025.
What All Trust Beneficiaries Should Know
The beneficiaries of a trust are fortunate. But will they make the most of their good fortune?
Amplifying Impact through Shareholder Resolutions
As a shareholder and investor, you can have a voice in how the companies in your portfolio operate in ways that matter to you. The channel is shareholder resolutions.
With stock prices at record levels, the most attractive strategies on a risk-adjusted basis are those that help diversify the public equity component of portfolios.
— More than 40% of largest global companies are including ESG performance in calculating executive pay packages, per KPMG study.
In a year that has been filled with all sorts of strife and uncertainty, we are as thankful as ever for our extraordinary group of clients, our many colleagues in Seattle, San
— EU Commission Estimates Green Bond Investments to Reduce Emissions by 55 Million Tons per Year. — Mortgage rates rise after home sales jump in October. —
It’s the second marriage for both you and your new spouse, and so far it’s been a beautiful life. Despite your happiness, the two of you are mindful that life can suddenly
— Powell says Fed will likely cut rates cautiously given persistent inflation pressures. — Annual inflation rate hit 2.6% in October, meeting expectations. ̵
Making the Most of Your End-of-Year Charitable Giving As we move through fall and into winter, end-of-year planning is naturally top of mind with charitable giving high on the
A lot of charitable giving happens in a mad rush at year-end, for many good reasons. But wouldn’t it be great to start earlier in the year, with a plan in mind for how you a
Investment stewardship and the shareholder voice are critical tools to push public companies for positive change and, we believe, represent important ways of enabling our clie
