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: 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?

Read More

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

Read More

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

Read More

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

Read More

POSTED IN: LBA Monthly View