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...

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...

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...

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 ...

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...

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...

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 ...

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...

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...

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 ...