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

LBA Monthly View | November 2020

– Notable: Vaccine trials, savings deposits trends, cranberry consumption, cost of turkey, soybean prices
– Company Highlights: Nestle, ConocoPhillips, PepsiCo, Apple, Unilever
– On Our Minds: A forgotten piece of vaccine history

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POSTED IN: LBA Monthly View

LBA Monthly View | September 2020

– Notable: Interest rates, online home searches, DIY dentistry, SARS-CoV-2 vaccine storage
– Company Highlights: Novartis, Nestle, Tyler technologies, Nvidia, Walmart and Microsoft
– On Our Minds: The More Things Change, the More They Stay the Same

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POSTED IN: LBA Monthly View

LBA Monthly View | August 2020

– Notable: S&P 500 members’ share repurchases, Lumber prices, Champagne sales
– Company Highlights: Madison Square Garden Sports, Apple, Nike, Visa
– On Our Minds: What Bugs Us About Gold Bugs

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POSTED IN: LBA Monthly View

LBA Monthly View | July 2020

– Notable: Average rate for a 30-year mortgage; Almond prices
– Company Highlights: Johnson & Johnson, Madison Square Garden Sports, Novartis, Alphabet (Google), Home Depot, and Amazon
– On Our Minds: Sears Holdings

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POSTED IN: LBA Monthly View