After a bear market last year, 2023 is looking up. See year-to-date results for some investment indices below. If you are a client, you can check your real...
LWP Blog: Financial Insights
Insights from Women Embracing Equity Event
Laura shares a few themes that resonated with her from Women Embracing Equity, an event LWP sponsored.
7 ways the Secure 2.0 Act changes retirement plans
A new law could change the way you save for retirement and use your retirement funds. We explain the law’s key provisions.
Our outlook is relatively optimistic after a year of change
2022 was a year of change and joy for me personally, and also a year of changes in investing.
Consider creating an ethical will (or legacy letter)
Ethical wills are a way to account for the intangible things you want to leave to your loved ones.
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.
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.