When I was invited to attend a leadership roundtable for select Schwab advisors in Arizona, I’ll admit I hesitated.  Time is always precious, and I wasn’t sure whether this event would provide enough value to justify the trip.  Ha...

As we close out another remarkable year, we’re proud to share that 2024 marks our 23rd year serving you, our LCM client family.  We continue to be honored and humbled by your confidence in our team as we strive to help you reach y...

Year-end tax planning is an essential component of comprehensive financial management.  While many tend to put off this process until December, proactively considering strategies to maximize tax benefits throughout the year can ...

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...

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 ...

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 ...

Every year, Financial Advisor magazine ranks the nation’s RIAs (Registered Investment Advisors) according to their assets under management, or AUM. We are proud to have made the list for the first time in our history, leaping i...

Love it or hate it, we live in an information society. From a financial perspective, this reality has some clear pros and cons. On the plus side, every one of us has the option to access and manage our financial accounts any...

For anyone who has built a significant level of wealth, now is the time to ask yourself this important question: How long will the wealth I’ve accumulated really last? Assuming you maintain a focus on growing and protecting your a...

At LCM, we’re proud to say that change comes slowly. That is largely because, from the start, our methodologies, our values, and our team were designed to be consistent. It is this consistency that has earned us the trust of our c...