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
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 ...
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A year of impact
December 20, 2024
Celebrating milestones, client successes, and new talent
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...
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Giving
November 20, 2024
Continuing our Thanksgiving tradition
If you’ve been part of the LCM family for some time, you are already familiar with our annual gifting tradition.  Each year, two charitable organizations are selected by two of our team members to receive a donation on behalf of y...
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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...
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Year-End Tax Planning
September 25, 2024
Act now to maximize your after-tax wealth
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 ...
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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...
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Market Update Q3 2023
September 29, 2023
When will good news be good news?
With the school year well under way, it seems like an appropriate time to do some academic thinking about the current market, the economy, and how it impacts our strategies at LCM—and the strength of your portfolio. Though you’ve ...
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