We are monitoring foreign bonds and international stocks as potential next investment moves.
LWP Blog: Financial Insights
Highlights of current and future energy tax credits
If you’ve invested in energy efficiency or alternative energy for your home or vehicle, make sure you claim the energy tax credits on your tax return.
Watch: Why asset allocation is critical to portfolio development
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.
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 investment 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.
What are your retirement insurance needs? You might be surprised.
Retirement brings a lot of changes. While they might not be at the top of your list, don’t overlook your retirement insurance needs.