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LWM Insights

Health Savings Account

The Health Savings Account or “HSA” was authorized by the Medicare Prescription Drug Improvement and Modernization Act of 2003 as a way to encourage consumers to manage their own health care costs.  As those costs continue to rise, Health... Read More »

Do I Need a Trust?

Historical Perspective Trusts trace their origins to the feudal system in thirteenth-century England.  The use of a trust grew out of the king granting use of his land to feudal overlords.  The idea of giving to another person the legal ownership... 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