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 | July 2022

– Notables: Rising prices, quality of vehicles, 5G smartphone trends, China’s real estate market
– Company Highlights: Pepsi, American Town, Amazon, Keurig Dr. Pepper, Alphabet
– On Our Minds: What is a Yield Curve Inversion? Why Does it Matter?

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POSTED IN: LBA Monthly View

LBA Monthly View | June 2022

– Notable: price of avocados, US personal savings rate, gas prices, “crypto winter”
– Company Highlights: PAR Technology, Enterprise Products Partners, Alphabet, Apple, Keurig Dr. Pepper
– On Our Minds: Looking beyond the recent rate hikes

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POSTED IN: LBA Monthly View

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