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.
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 2023 comes to a close, we are incredibly grateful for the passing year! In addition to welcoming so many to our ever-growing client family, we have many reasons to celebrate the last 12 months. Here are the...
As the LCM client family continues to grow and thrive, we are thrilled to be growing our team to deliver top service to everyone we serve. Today, we are equally thrilled to announce our newest team member, Eric Shute.
If you’ve y...
To thrive during lockdown, preparation was our advantage
There can never be enough said about the benefits of being prepared. Every long-term investor knows the value of investing ‘early and often’ to prepare for the future. Anyone who has faced a storm knows to batten down the hatches ...
As all of us continue to struggle though this highly unusual time in history, it seems that death—the possibility of it for ourselves, those we love, and people around the globe—is more present than ever. Every day we are bom...
A few weeks ago, a client made a simple statement. “The day I call your office and can’t reach a real person with real answers will be the day I know it’s time to move on.” His words confirmed one very important thing: that we’ve ...
