There are a lot of rules governing required distributions from inherited IRAs. Learn the basics about the types of beneficiaries, how the money is distributed, and more.
LWP Blog: Financial Insights
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.
Planning during the retirement “trough years”
For many, the significant drop in income during the early-retirement years can be a great time to engage in tax planning.
What to know about potential tax increases in 2026
Some of the tax cuts from the 2017 Tax Cuts and Jobs Act are due to expire in 2026. Learn what this could mean for you, and strategies to mitigate the effects.
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 fundamentals of 529 plans
Education is expensive, but there are ways to mitigate those costs. Learn the basics about 529 plans.
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.
4 strategies for planning your capital gains
Learn what capital gains are, how they affect taxes, and what you can do to mitigate your tax burden.
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.