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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…
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...
Instead of tracking the daily headlines, we are focusing on what works during times of heightened volatility.
— U.S. consumers pulled back on purchases in Jan. by 0.2%, a drop not seen since Feb. 2021; the latest weekly jobless claims rising more than ex...
— Retail sales slumped 0.9% in January, down much more than expected. — Fed officials are worried about tariffs’ impact on inflation and...
Social media and messaging fraud is becoming ever more sophisticated. In a worrisome recent trend, impersonators are increasingly posing as legitimate...
— U.S. consumer prices rose more than expected in January — +0.5% — on increases in shelter, food and energy costs, driving the an...
