Overview

Choosing and managing investments is perhaps the most obvious element of wealth management, however other financial tasks demand equal care and attention. Indeed, there’s little point in carefully managing an investment portfolio if its gains may be lost through poor budgeting, inefficient tax planning, ineffective use of retirement accounts, ill-advised real estate transactions or inadequate insurance coverage.

That’s why LBA takes a holistic approach to wealth management, one that assures that all the pieces of investing and financial planning fit together. We work with our client’s accounting, estate planning and insurance professionals to address complete legal and financial needs.

As clients evolve through different phases of life, periodic reviews allow us to assess how needs can change over time, including:

  • Estate planning
  • Tax planning
  • Insurance coverage
  • Social Security
  • Retirement planning
  • Elder care
  • Charitable giving
  • Succession planning
  • Generational asset transfers
  • College saving
  • Real estate
Perspectives

Reflections & Observations: Long-Term Focus

In this newsletter edition we cover the following:
– Importance of Staying Invested
– E-Commerce Growth
– US Housing Market
– America’s Energy Renaissance
– Irrevocable Trusts
– Central Banks

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POSTED IN: Reflections & Observations

LBA Monthly View | April 2022

– Notable: battery production, pizza principle, Ax-1, canine trends
– Company highlights: Johnson & Johnson, Amazon, Enterprise Products, Nike, Proctor & Gamble
– On our minds: Stock Splits Shouldn’t Create Value

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POSTED IN: LBA Monthly View

LBA Monthly View | March 2022

– Notable: Alphabet, Union Pacific, Ecolab, NVDIA and Visa
– Company highlights: Moscow exchange, rising interest rates, ride-sharing trends and average home price
– On our minds: Impacts of the Russia-Ukraine war

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POSTED IN: LBA Monthly View

LBA Monthly View | February 2022

– Notable: Consumer Price Index (CPI), rent prices, wedding trends
– Company Highlights –PepsiCo, Amazon, PAR Technology, Union Pacific, Apple
– On Our Minds – Trains and fuel efficiencies

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POSTED IN: LBA Monthly View