By Laura Kuntz, CPA/PFS, MBT Chief Investment Officer and Sr. Wealth Manager Just yesterday, a big financial event occurred. The Federal Reserve Board...
Blog posts by Laura Kuntz, Senior Wealth Manager
Finding Purpose, Health & Identity in Retirement
Retirement is a time many people look forward to during their working lives. One of the key goals while working and investing, people commonly frame...
National CPA Conference Adds to Laurel Wealth Planning Tax Planning Approach
In early June, I attended the AICPA national conference, a gathering of thousands of CPAs, where I participated in advanced income tax and estate planning...
Financial Planning for Divorcees: Essential Divorce Checklist
Although going through a divorce can feel like an emotional roller coaster, managing your money is essential to moving on. Especially if your ex-partner...
Effective Strategies for Relieving Financial Stress
Financial planning and mental health are two significant aspects of our lives that are often seen as distinct from one another. But the truth is that these...
Market update: 2024 starting strong and continuing to improve
The financial markets have been volatile, but signs of a rally are strong. Learn what we believe is driving this improvement and what we’re anticipating for the rest of 2024 in our latest market update.
4 considerations for estate planning
Estate planning is critically important but can be emotionally difficult. Learn what to consider and how to make your plan work for you.
How to teach financial responsibility
Teaching children and grandchildren how to handle money is important, but it all starts by teaching meaningful values.
2024 market outlook: Expect activity in sectors that lagged in 2023
We believe that the next 2-3 months may bring positive results, with a possible rotation away from the overbought “Magnificent Seven” to sectors that lagged in 2023.
The current (and future) state of ESG investing
Investing in companies based on their values has long been popular. Learn the state of this type of investing and what the future might bring.
The case for not retiring
Laura Kuntz shares why she is delighted to serve clients for years to come.
Investment categories struggle in Q3 despite generally positive 2023
During the last three months, many investment categories have struggled. In common categories, only money markets and commodities posted positive returns. Several factors played into this result.
How the LWP management team is building a sustainable future
At Laurel Wealth Planning, we are building a structure and team that will help our clients for years to come.
AI is among drivers of narrow stock rally
The recent stock market rally has been almost entirely driven by 10 companies, mainly in areas of artificial intelligence/technology, travel, and home construction.
Staff updates at Laurel Wealth Planning
Our Q&A addresses some questions you may have about Anne Ward’s departure from LWP.