Starstruck by SpaceX
June 12, 2026
The final frontier just got a ticker symbol
Every so often, an investment opportunity captures the attention of investors around the world. This year, that opportunity is SpaceX.
The company has become synonymous with innovation, transforming the economics of space ...
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Mid-Term Elections
May 29, 2026
Looking beyond temporary turbulence
If your mailbox looks anything like mine these days, it’s overflowing with campaign fliers, largely thanks to the upcoming “jungle primary” election and the 50 candidates vying for a chance at capturing the Governor’s seat at the ...
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Personalization Beyond Allocations
April 28, 2026
Investing in real-life complexity
When you think about how your portfolio is constructed, the first thing that likely comes to mind is asset allocation: how much you hold in equities, fixed income, alternatives, and cash. It’s a familiar framework, and a useful s...
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Volatility vs. Opportunity
March 27, 2026
Positioning through uncertainty
Today’s market environment is uncertain and volatile. Sound familiar?
Just over a year ago, in our February 2025 newsletter, we wrote about balancing risks and opportunities amid an alarming stream of economic data, inflation ...
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Love Your Future Self
February 19, 2026
Building wealth that lasts
Valentine’s Day arrives each February wrapped in its familiar imagery. Roses, handwritten notes, and candlelit dinners (if you thought ahead in time to get a reservation!). For some, it is a celebration of romance. For others, ...
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Inspired Giving
January 23, 2026
Guiding choices that define a legacy
If you know me or have heard me speak, you’re likely familiar with my passion for giving. While I try to live that commitment through my own actions, one of the greatest privileges of my work is witnessing how a growing number of...
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With Gratitude
December 23, 2025
Reflections on a year of progress, perspective, and partnership
As we come to the close of another year, I want to take a moment to reflect, to say thank you, and to share how proud I am of the work we’ve done together. This year marks LCM’s 24th year serving our client family. That longe...
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(Thanks)giving
November 19, 2025
Some traditions are special because of the stories behind them. For us at LCM, our Thanksgiving giving tradition is exactly that—a moment each year when we choose to give by honoring the real people and real experiences that sh...
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Navigating the AI Boom
October 23, 2025
Balancing growth and asset protection
It’s hard to turn a corner these days without hearing news or conversations about Artificial Intelligence (AI). In less than a year, it seems this revolutionary technology has leaped from Silicon Valley think tanks to our own li...
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The Future of Giving
September 25, 2025
How upcoming tax law changes could affect your strategy
At LCM, we view giving as one of the most rewarding parts of wealth management. Charitable gifts allow our clients to support the causes that matter most to them and create lasting impact for generations. And for many affluent g...
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