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
LBA Monthly View | March 2023
– Notable: Discount window, job openings, lending trends
– Company Highlights: American Tower, Amazon, Alphabet, S&P Global, ConocoPhillips
– On Our Minds: Choosing Purpose Over Panic
POSTED IN: LBA Monthly View
LBA Monthly View | February 2023
– Notable: Bad year for IPOs, US’s Strategic Petroleum Preserve, landline trends
– Company Highlights: Nestlé, S&P Global, PAR Technology, Vontier
– On Our Minds: AI, Chatbots, and Tech-Giant Competition
POSTED IN: LBA Monthly View
LBA Monthly View | January 2023
– Notable: Price of eggs, oil demand, builder cancellations
– Company Highlights: Johnson & Johnson, Proctor & Gamble, Apple, Microsoft, Amazon
– On Our Minds: Not Out of the Woods Yet
POSTED IN: LBA Monthly View
LBA Monthly View | December 2022
– Notable: Holiday song streaming, cash trends, end of an era for Boeing
– Company Highlights: Johnson & Johnson, Home Depot, Visa, ConocoPhillips, Nestlé S.A.
– On Our Minds: World Cup Economics
POSTED IN: LBA Monthly View