Legacy Planning
May 30, 2025
Talking to ‘the kids’ about family wealth
When you think about your legacy, you probably think about documents—wills, trusts, beneficiary forms, and all the formal structures designed to carry out your wishes. And yes, those matter. But they’re only part of the story...
Read More
Tax Tune-Up: 2025 Edition
February 7, 2025
What's changing for taxes & retirement?
With tax season looming, now is a good time to review upcoming changes that may impact your financial strategy. While tax planning for 2024 is largely set, several key changes will take effect in 2025 that could influence your ...
Read More
The Election and Your Money
October 23, 2024
Focusing on what really matters
This year’s election cycle has been filled with an unprecedented level of hype. The battle for the White House has elevated emotions everywhere, and media outlets have been filled with headlines predicting sweeping policy ch...
Read More
The New Fiduciary Rule
July 25, 2024
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...
Read More
Bull or Bear?
April 11, 2024
What to expect in Q2
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...
Read More
Tax-Wise Investing
March 22, 2024
Protecting your wealth all year long
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 ...
Read More
Alternative Investments
February 16, 2024
Our new eBook offers info and insights
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, ...
Read More
Bonds Explained
March 3, 2023
Why we (still) believe in bonds
Bonds have gotten a bad rap lately. It’s understandable. Last year was a terrible year for the bond market, with the Bloomberg U.S. Aggregate Bond Index, the key benchmark for bond returns, posting a painful 13% loss. And while t...
Read More
Riding out the turbulence
December 23, 2022
The ‘Santa Claus Rally’ is something investors have learned to hope for every year. As illogical as it sounds, this rally appears in the weeks leading up to December 25, and it often brings a nice bump in gains for the end...
Read More
Inflation, Interest Rates &...
June 27, 2022
The Fed's Fight Against Inflation
Last Wednesday, Fed Chairman Jerome Powell told the press that the central bank is “strongly committed” to bringing down inflation, and that he believes the Fed can do just that using its monetary policy tools. In other words, the...
Read More