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
A Perfect Fit
February 2, 2023
Congratulations, Avery!
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...
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May 2020 Newsletter
May 31, 2020
“Is my advisor truly acting in my best interest?”
The language of money is ripe with terms that are foreign to many investors. As an investment advisor, I spend my days literally swimming in financial jargon. Words like derivatives, wrappers, EBITDA, yields, and value-oriented...
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