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
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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Buckle Your Seatbelt
January 26, 2022
Inflation Update
When I wrote about inflation in our August 2021 newsletter, I was not overly concerned about the near-term impact on the economy or our portfolios. At the time, the market consensus, which we agreed with, was that “the current hik...
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