2022 was a year of change and joy for me personally, and also a year of changes in investing.
Blog posts by Laura Kuntz, Senior Wealth Manager
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.
How much money is enough?
I’ve seen the light bulb go off in many people when they realize they have enough money to live as they wish the rest of their lives. But this moment can be elusive. How will you know you have enough? And, when you do know, what additional questions arise?
Retirement planning: Picture your typical day
Picturing your typical day in retirement can be a helpful way to bring your lifestyle goals into focus so you can plan effectively.
Dispelling 3 myths about women and investing
You may have heard many myths about women and investing. Explore the research debunking these myths — and learn why we don’t believe they should dissuade women from investing.
ESG plus: Our values-based investing approach
Answers to common questions about values-based investing and how we approach it at Laurel Wealth Planning.
Planning for all four retirement stages
What will retirement look like for you? How does it change as you move through the four retirement stages?