For Your Insights

LWM Insights

Understand & Create Your Wealth Plan

Know Your Budget Start simply. Begin to understand what you have. What money is coming in and what is going out. You’ll hear words like income and expenses, assets and liabilities, but it’s not that complicated. The obvious is: less should go... Read More »

College Planning: Understanding Loans & Grants & Taxes

Last August LWM published an Insights focused on different vehicles to save for college. A reasonable follow up is to focus on how to pay for college. College is expensive and less than .03% of college students receive enough grants and... Read More »

From our Friends

US Election Implications

Donald Trump's victory in the U.S. presidential election was a surprise to many market participants, resulting in increased market volatility immediately following the election. There is a level of uncertainty with this result as Trump has put... Read More »

How to Get Beyond Our Tribal Politics

Whether Hillary Clinton or Donald Trump wins Tuesday, understanding the psychological causes of our national rift can help us bridge it.... Read More »

Market Commentary and Research

A Letter from the LWM Investment Committee, January 2016

Over the last few months we have kept you informed of some important work of the Lexington Wealth Management Investment Committee which culminated in replacing our research partner of a dozen years, Fortigent, with Rocaton Investment Advisors. We... Read More »