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LWM Insights

Intra-Family Business Transfer

Small business owners face many challenges when determining how to best transfer assets to their children. In some cases selling the business might not make sense if the family wants to retain the asset. Due to the illiquidity associated with a... Read More »

Two Simple Documents…

  If you’re about to send a child off to college or off to work in the real world. The most important thing you should do is: Ask this young adult to sign a durable power of attorney and a health care proxy. Two simple documents. We... 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

Market Volatility – What You Should Know!

As many of you know, we work with Rocaton Investment Advisors, one of the largest investment research firms in the world, to provide the most comprehensive and in-depth portfolio solutions to our clients. We asked them to comment on the market... Read More »

Tax Reform: A Guide for Investors

The Tax Cuts and Jobs Acts is the most comprehensive piece of tax legislation since 1986. Figure 1 provides a summary of the major changes that will impact individuals and corporations. On the individual side, the important takeaways of the TCJA are... Read More »