Our vision of wealth extends far beyond the boundaries of the stock market. Read on to discover our observations, explanations, and experiences in helping individuals, families, and foundations build enduring wealth.
As we close out the summer, investors everywhere—including our team here at LCM—have closely monitored the Federal Reserve's annual conference in Jackson Hole, Wyoming, which wrapped two weeks ago on August 23. As you may have he...
What changing fiduciary regulations mean for our clients
Amid the wild political news capturing the headlines, you may have missed some recent good news in the advisory world. Back in April, the US Department of Labor announced that it is extending fiduciary protections to include...
Leveraging the power of alternatives across all ages
Perusing the financial news this week, the report on Bank of America’s latest survey caught my eye. Every year, Bank of America conducts its Private Bank Study of Wealthy Americans to assess investment trends and attitudes among ...
It’s not easy for us to toot our own horn. In truth, the recognition we care about most comes from our clients—all of you who place your trust in us every day and who share that trust every time you refer us to your friends and f...
As we head into Q2 2024, many investors continue to set their sights on whether the Fed will finally begin to reduce interest rates to more consumer-friendly levels. While the Fed’s action does play an important role in the di...
Growing and protecting your wealth is our primary mission at LCM. And while wise investing is a skill in which we take great pride, with Tax Day just around the corner, we thought it would be the perfect time to share some of ...
Curious about alternative investments? You’re not alone. Long touted for their ability to increase diversification in investment portfolios, alternative investments are also known for helping to reduce risk amid volatile markets, ...
At the start of each new year, it’s always wise to look in the rearview mirror to understand how we got where we are today and, importantly, where the economy, markets, and all things financial may be headed in the coming year. C...