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.
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.
Laura Kuntz shares why she is delighted to serve clients for years to come.
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.
At Laurel Wealth Planning, we are building a structure and team that will help our clients for years to come.
The recent stock market rally has been almost entirely driven by 10 companies, mainly in areas of artificial intelligence/technology, travel, and home construction.
Our Q&A addresses some questions you may have about Anne Ward’s departure from LWP.
The emotional and psychological aspects of a retirement plan are as important as the financial ones.
When people get divorced, they often think the first step is to get an attorney. Attorney guidance is important. At the same time, there are other important steps you should take early in the process.
Once viewed as a niche topic for a “green” portfolio, investing in renewable energy has very much gone mainstream.
After a bear market last year, 2023 is looking up. See year-to-date results for some investment indices below. If you are a client, you can check your real...
Laura shares a few themes that resonated with her from Women Embracing Equity, an event LWP sponsored.
2022 was a year of change and joy for me personally, and also a year of changes in investing.
We are monitoring foreign bonds and international stocks as potential next investment moves.
The discipline of asset allocation flows throughout our portfolio development work. A portfolio with all three key asset classes generally gives smoother, less volatile performance over time.