2021 was a banner year for stocks, but it also held market and economy twists that few predicted. As writer and educator Laurence J. Peter says, “An economist...
LWP Blog: Financial Insights
Concentrated stock 101: Balancing risk and reward
A concentrated stock can give you the opportunity “to shoot the moon,” but it has risks. See our strategies for balancing risk and reward.
How economic factors affect portfolio strategy
We want to give you a peek into how Laurel Wealth Planning takes economic factors like inflation, the job market and federal legislation into account on your behalf.
Katie Then to lead LWP Client Service
Laurel Wealth Planning welcomes Katie Then into a new role for the firm: Client Service & Operations Manager.
How much money is enough?
I’ve seen the light bulb go off in many people when they realize they have enough money to live as they wish the rest of their lives. But this moment can be elusive. How will you know you have enough? And, when you do know, what additional questions arise?
Retirement planning: Picture your typical day
Picturing your typical day in retirement can be a helpful way to bring your lifestyle goals into focus so you can plan effectively.
Dispelling 3 myths about women and investing
You may have heard many myths about women and investing. Explore the research debunking these myths — and learn why we don’t believe they should dissuade women from investing.
ESG plus: Our values-based investing approach
Answers to common questions about values-based investing and how we approach it at Laurel Wealth Planning.
How to write your money story. And why it matters.
At Laurel Wealth Planning we often talk with clients about their "money story." We help them identify their views on money — which impact how they make...
Considerations for a midlife career change
A midlife career change is a big goal for many of our clients — especially women. If you’re among those dreaming, have you taken these three steps?
LWP hires Natalie Nelson as Client Service Associate
Laurel Wealth Planning welcomes Natalie Nelson as our Client Service Associate.
Planning for all four retirement stages
What will retirement look like for you? How does it change as you move through the four retirement stages?