We are monitoring foreign bonds and international stocks as potential next investment moves.
LWP Blog: Financial Insights
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.
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.
Travel advice: COVID changes, insurance, international currency
For those of you ready to resume travel, I asked our travel agent what you should keep in mind when traveling these days.
Thank you for another successful NPH 5K
Nearly 30 Laurel Wealth Planning team members, clients, family, and friends participated in NPH’s 16th annual Upper Midwest fundraiser.
How to help aging parents with their finances
Help from adult children usually progresses over time. Here are some tips for each stage as you manage more and more financial matters.
Navigating career and life with a strong mentor
I am privileged to have a strong mentor who supported me through career advancements and life transitions over 17 years.
Mentors taught lifelong skills like communication and finding joy
I feel lucky to have had two wonderful college advisors as mentors. Both taught me many skills that I apply daily in my personal and professional life.