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.
LWP Blog: Financial Insights
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.
What to know as student loan payments resume
Federal student loan payments are starting up again. Learn what to do next.
5 ways to save energy — and tax money
It’s no secret that energy costs keep going up. The good news is that federal tax credits are available to people who invest in energy efficiency in their home and vehicles.
How the LWP management team is building a sustainable future
At Laurel Wealth Planning, we are building a structure and team that will help our clients for years to come.
Preserving family legacy by passing down your cabin
If you want your cabin to remain in the family, do you have a plan for how to make that happen? Here are some considerations.
AI is among drivers of narrow stock rally
The recent stock market rally has been almost entirely driven by 10 companies, mainly in areas of artificial intelligence/technology, travel, and home construction.
Staff updates at Laurel Wealth Planning
Our Q&A addresses some questions you may have about Anne Ward’s departure from LWP.
Q&A: Running a business with your spouse
As Tom Kuntz retires from LWP, we interviewed Tom and Laura about working closely together as a married couple.
Watch out for tech support scam
Learn the hallmarks of a sophisticated tech support scam that is becoming prevalent, so you can take steps to protect yourself.