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.
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 ...
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 years, charitable giving has been one of my personal passions. I currently serve as a board member for and advise numerous private family foundations, and I have served as Chairman of the Board for a local community...
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...
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...
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...
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...
At LCM, our mission to ‘invest wisely, live abundantly, and give purposefully’ extends into every aspect of our business and personal lives. We are dedicated philanthropists who strongly believe that it is our responsibility to sh...
