Holiday Office Hours
In observance of Presidents’ Day our office will be closed on Monday, February 18. Regular business hours will resume on Tuesday, February 19.
January 2019 Monthly Commentary
LAMCO Advisory Services, Inc. has released its January 2019 Monthly Commentary. A copy can be downloaded below.
Q4 2018 Market Commentary
LAMCO Advisory Services, Inc. has released its Q4 2018 Market Commentary. A copy can be downloaded below.
A Checklist for Conducting Your Annual Financial Assessment
The start of the New Year represents an important milestone for measuring our progress. As your year-end statement arrives, it’s time to assess—where were we a year ago? Did we achieve what we set out …
Putting a Target on Cash Could be a Prudent Investment Strategy
High-net worth investors hold about 22% of their assets in cash and cash equivalents, according to Capgemini’s 2018 HNW Insights Survey. That’s greater than their fixed-income allocations, and it’s approximately equal to their real estate …
2019 Market Outlook
LAMCO Advisory Services, Inc. has released its 2019 Market Outlook Commentary.
Diversified Portfolios Prove Their Value in Tough Markets
We all have a sense of why we tolerate risky assets like stocks and speculative-grade bonds during downturns. This is an unavoidable byproduct of owning them during productive periods so that they can generate the …
Holiday Office Hours
Our office will be closing in order to give our staff time to celebrate the upcoming holidays with their family. Due to recent market volatility, we will have staff checking voicemail and email during all …
Turn IRAs into a Funding Source for Charitable Goals
We can think of a few problems that are worse than being forced to withdraw money you don’t need. But it’s a problem that is nevertheless imposed on many high-income retirees.
November 2018 Monthly Commentary
LAMCO Advisory Services, Inc. has released its November Monthly Commentary. A copy can be downloaded below.