Our investment work on your behalf is grounded in continual research and analysis. These are current key items being discussed by our Investment Committee.
LWP Blog: Financial Insights
Group donation promotes financial planning industry diversity
About 23% of certified financial planners in the U.S. are women and less than 3.5% are Black or Latino, the Certified Financial Planner Board found in a 2018 survey.
Divorces With Business Interest
Financial planning after a divorce with high-net worth individuals includes monitoring business interests and real estate.
Health Care Planning After Divorce
There are many ways to raise cash during a divorce. Learn about the pros and cons of the most common.
Raising Cash During Divorce
There are many ways to raise cash during a divorce. Learn about the pros and cons of the most common.
Celebrating 20 Years in Business and Still Learning
This month we celebrated 20 years as fiduciary financial planners at Laurel Wealth Planning.
Socially Responsible Investing With Laura And Saul
Learn about Socially Responsible Investing from Laura Kuntz and Saul Baumann.
Celebrating 20 Years of Laurel Wealth Planning
Laura Kuntz is joined by Mallory Kretman and Saul Baumann to talk about how LWP has grown.
People Change. Values Remain.
There are many reasons to start your own business, which I did 20 years ago.
We’re Proud to Announce a New Shareholder!
We’re proud to announce a new shareholder! Please join us in congratulating Mallory Kretman, CFP®.
Ways To Enhance Estate Planning
Central to wealth preservation across generations, estate planning can help ensure that your hard-earned wealth goes where you want it to.
Wealth Preservation: Tax Reduction Planning
Tax planning is a very important aspect of wealth preservation. If you have a sizeable portfolio, there are many opportunities to peck away at your tax burden.