Insights
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.
Archived Articles
Market Update Q3 2024
September 3, 2024
Change is finally afoot!
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...
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The Alternatives Age Gap
June 21, 2024
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 ...
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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 ...
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America’s Top RIAs
August 22, 2023
We thank our clients for our organic growth
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...
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Beware the art of persuasion
July 14, 2023
Volume [down]
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...
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Protecting Generational Wealth
April 28, 2023
Money Talk for Families
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...
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We’re making the leap!
April 6, 2023
Moving April 2023
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...
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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...
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A Perfect Fit
February 2, 2023
Congratulations, Avery!
In 2022, LCM celebrated 20 years together. We’re proud to say that even after two decades, we are still thriving—and evolving to meet the ever-changing needs of our client family. One recent change that deserves celebration is Ave...
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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...
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