Whitepaper: What is the $100 Trillion World economy?
How should I compare different countries’ capital markets when making investment allocation decisions? Learn more....
11
Jan
Financial Planning
04
Jan
How to Build Credit as a New US Citizen
Building credit as a new US citizen can be a daunting task. LCR Wealth Management works with many international clients who move to the US....
15
Dec
Whitepaper: Intelligent Philantropy – Accessible Strategies for Charitable Giving
There are many ways to get involved with charitable donations but some are a better fit than others. Learn more....
29
Aug
Whitepaper: How to set up the next generation for success – Part II: the Roth IRA
This is the second white paper in our LCR Wealth Knowledge Series. Our first paper focused on transitioning into the US workforce, and how parents can help their children plan for their financial future....
28
Jul
Asset Allocation & Active vs. Passive Management: Stop Stock Picking
Strong investment strategies are not grounded in picking winners but in having a properly diversified portfolio. Learn more....
18
May
Whitepaper: How to set up the next generation for success
Experienced investors understand how smart it is to invest pre-tax dollars and how small investments can grow over time....
04
Mar
Using Your LRS Limits for Effective Global Portfolio Diversification
As the world becomes more integrated and interconnected, where and how you invest your money and build assets for future generations has changed....
06
Dec
A Different Approach to Managing Wealth
When families decide to go global, they can work with financial advisors not available in their home country. RIAs are among these advisors....
06
Oct
Going Global to Maximize Family Potential
October 6, 2021 - by Shilpa Menon & Tom Garvey When we talk with international families and ask what they are looking for with their financial goals, we hear two common trends: the first is global diversification and the second is a desire to better understand...
30
Sep
The Role of Your Most Precious Resource: Time in Financial Planning
After many months grounded here, outside of NYC, we’ve started making plans for a trip to Europe. It’s been a long time coming, and my wife and I are returning to Portugal and Spain. We’re working with a travel agent for the best experience possible,...