At this time of great change, we know that questions abound about what may be in store for the markets at large and individual investors’ wealth and we want to keep you up-to-date on our latest thinking.
At our February 12 client webinar, LNW CIO Ron Albahary presented his views on the markets, the economy and implications for portfolios. Ron was joined by Brandon Smith, LNW Director of Estate Planning, discussing potential U.S. tax policy changes in 2025 and Carla C. Wigen, President of LNW Trust Services, with important reminders about goal-centered planning.
