Ethical wills are a way to account for the intangible things you want to leave to your loved ones.
LWP Blog: Financial Insights
Use tax time to organize your finances
Use tax time to get the rest of your finances in order. Work through this checklist to ensure no opportunities are overlooked.
Portfolio updates we anticipate in the near future
We are monitoring foreign bonds and international stocks as potential next investment moves.
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 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.