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LWM Insights

Rising Rates & My Portfolio

This past December the Federal Reserve announced they will be increasing the federal funds interest rate by 0.25% to 1.50%.  The good news is fundamentals seem to be stable enough that the Federal Reserve continues to tighten monetary policy. ... Read More »

Year End Planning & Budgeting

Household Information Who besides you knows where to locate information about professional contacts, assets and obligations?  How challenging would it be for other members of the household or family to figure things out if the unexpected... Read More »

From our Friends

US Election Implications

Donald Trump's victory in the U.S. presidential election was a surprise to many market participants, resulting in increased market volatility immediately following the election. There is a level of uncertainty with this result as Trump has put... Read More »

How to Get Beyond Our Tribal Politics

Whether Hillary Clinton or Donald Trump wins Tuesday, understanding the psychological causes of our national rift can help us bridge it.... Read More »

Market Commentary and Research