The emotional and psychological aspects of a retirement plan are as important as the financial ones.
Blog posts by Laura Kuntz, Senior Wealth Manager
First steps in getting a divorce may surprise you
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.
Investing in renewable energy as a long-term strategy
Once viewed as a niche topic for a “green” portfolio, investing in renewable energy has very much gone mainstream.
Bond and stock markets begin looking up
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...
Insights from Women Embracing Equity Event
Laura shares a few themes that resonated with her from Women Embracing Equity, an event LWP sponsored.
Our outlook is relatively optimistic after a year of change
2022 was a year of change and joy for me personally, and also a year of changes in investing.
Portfolio updates we anticipate in the near future
We are monitoring foreign bonds and international stocks as potential next investment moves.
How female breadwinners navigate household dynamics
How do families with female breadwinners make it work? It starts with discussing your values.
Federal Reserve projections surprise the markets
The Federal Reserve projected higher-than-expected future rate hikes by the end of 2022.
How to make your charitable planning more strategic
Follow these four steps for creating a charitable giving strategy that fits your overall goals and plans.
How we work to avoid ESG greenwashing in portfolios
Greenwashing is an unfortunate trend, where investment products are marketed as more aligned with ESG factors than they are when examining the companies inside the products.
Portfolio management in 2022: More overhaul than tune-up
At LWP, we’ve been conducting plenty of maintenance this year on client portfolios as the road turned from smooth to rocky.
Travel advice: COVID changes, insurance, international currency
For those of you ready to resume travel, I asked our travel agent what you should keep in mind when traveling these days.
Managing portfolios through a bumpy, banner year
2021 was a banner year for stocks, but it also held market and economy twists that few predicted. As writer and educator Laurence J. Peter says, “An economist...
How economic factors affect portfolio strategy
We want to give you a peek into how Laurel Wealth Planning takes economic factors like inflation, the job market and federal legislation into account on your behalf.