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
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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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 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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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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We made it to the top!
May 21, 2024
LCM ranked among best firms in the country
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...
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Bull or Bear?
April 11, 2024
What to expect in Q2
As we head into Q2 2024, many investors continue to set their sights on whether the Fed will finally begin to reduce interest rates to more consumer-friendly levels.  While the Fed’s action does play an important role in the di...
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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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Alternative Investments
February 16, 2024
Our new eBook offers info and insights
Curious about alternative investments? You’re not alone. Long touted for their ability to increase diversification in investment portfolios, alternative investments are also known for helping to reduce risk amid volatile markets, ...
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