March 2019 Monthly Commentary
LAMCO Advisory Services, Inc. has released its March Monthly Commentary. A copy can be downloaded below.
Managing Behavioral Biases
It’s hard to admit when we’re being irrational. It can be even harder when we don’t realize it.We expect to be driven by emotional instincts when dealing with relationships, politics and other subjects that produce …
Getting Medicare Right
Americans approaching their golden years have a vast range of perceptions about how expensive their medical costs will be. Some seniors believe healthcare will be free thanks to Medicare, while others expect it to become …
February 2019 Monthly Commentary
LAMCO Advisory Services, Inc. has released its February Monthly Commentary. A copy can be downloaded below.
Opening the Door to Inbound Rollovers
Retirement plans face demographic headwinds as the large, relatively wealthy baby boomer population heads off into the retirement sunset. Many will inevitably roll their savings out into an IRA, depleting the plans of their asset …
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 …