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LWM Insights

Tax Reform Insights & Planning Points

In our March 2018 Insights Glenn Frank and Mark Carley discuss the following topics: High level changes and main planning points Schedule A - Standard Deductions Charitable Gifting - Implications and possible unintended consequences of the... Read More »

Rising Rates & My Portfolio

This past December the Federal Reserve announced they will be increasing the federal funds interest rate by 0.25% to 1.50%.  The good news is fundamentals seem to be stable enough that the Federal Reserve continues to tighten monetary policy. ... 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

Market Volatility – What You Should Know!

As many of you know, we work with Rocaton Investment Advisors, one of the largest investment research firms in the world, to provide the most comprehensive and in-depth portfolio solutions to our clients. We asked them to comment on the market... Read More »

Tax Reform: A Guide for Investors

The Tax Cuts and Jobs Acts is the most comprehensive piece of tax legislation since 1986. Figure 1 provides a summary of the major changes that will impact individuals and corporations. On the individual side, the important takeaways of the TCJA are... Read More »