For Your Insights

On the Markets

Investment Update January 2019

Highlights U.S. stock markets were down in the 4th quarter ~ as were developed international and emerging market equities, though somewhat less so than domestic equities. The S&P 500 ended the year down for the first time since the... Read More »

Our Take on the Economy, the Markets & Volatility

Back in October of 2016, in the midst of a very turbulent period for investors, we circulated the piece below.  At that time, these were some of the prevailing headlines that contributed to market pessimism: “There’s a Lack of Leadership... Read More »

LWM Insights

Preventing Cyber Fraud

Cybercrime and fraud are serious threats and constant vigilance is key. While Lexington Wealth Management plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. This... Read More »

Maximize Charitable & Generational Gifting

With new limits placed on the itemizing deductions, paired with the increase in the standard deduction, many more taxpayers are going to be taking the standard deduction. Defining the “Bunching” Technique... Read More »


Empower Women Website Launch

We are excited to announce the launch of our Empower Women website on September 13th, 2018. Empower Women is an extension of our Empower Women Initiative that currently includes the popular Empower Women Series. The website will give our visitors... Read More »

Rocaton News

We are excited to announce that Rocaton Investment Advisors has entered into an agreement to be acquired by Goldman Sachs Asset Management (GSAM).  This will become effective in the first quarter of 2019.   The goal is to join forces and build... Read More »