Overview

It is our privilege to work with individuals and families seeking to protect and enhance their financial futures.

While each client has unique aspirations, our experience shows that what all clients want more than anything is an advisor they can trust with their assets and financial plans so they can get on with living life. This is why we go to such lengths to avoid all possible conflicts of interest, champion transparency and provide truly independent, unbiased advice.

Much of our work with individuals and families is driven by important life events – retirement, marriage, births, deaths, the sale of a business, inheritance, downsizing, major medical events, and so on. It is during these pivotal events that people need professionals they can turn to with questions knowing they will get helpful and thoughtful answers, delivered in a way they can understand. With deep experience in these situations over the last five decades, our team is able to respond with the perspective and insight clients expect and value.

Many of our client relationships span multiple generations. This continuity over decades helps families not only efficiently pass assets from one generation to the next, but also share family values about wealth and prepare next generations to act as responsible stewards of family assets.

Perspectives

Reflections & Observations: The Inflation Debate

In this newsletter edition we cover the following:
– Understanding the Yield Curve
– Enhancing Privacy and Security to Protect Against Identity Theft
– Inflation and Deflation: The Ongoing Tug-of-War Underpinning the Inflation Debate
– Managing Through Life Events
– The Fed’s Ongoing Yield Curve Control Is Becoming More Apparent
– Why Does October Spook Investors?

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POSTED IN: Reflections & Observations

LBA Monthly View | September 2021

– Notable: NYC subway ridership, sugar & coffee production, high yield bond market
– Company Highlights: Enterprise Products, Visa, Novartis, Apple, Johnson & Johnson
– On Our Minds: The economic impacts of returning (or not returning) to work

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POSTED IN: LBA Monthly View

LBA Monthly View | August 2021

– Notable: Increase in coffee prices, EU coal production, mobile commerce, gas prices
– Company Highlights: Canadian National Railway, Proctor & Gamble, Visa, Amazon, Apple
– On Our Minds: How to Benefit from Emerging Market Growth while Minimizing Risk

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POSTED IN: LBA Monthly View

LBA Monthly View | July 2021

– Notable: consumer waist sizes, corporate adoption of remote work, semiconductor production
– Company Highlights: Google, Nvidia, Home Depot, PepsiCo, ConocoPhillips
– On Our Minds: A Pandemic Silver Lining

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POSTED IN: LBA Monthly View