Mar 6, 2026
You’re at the top of your game. You’re an expert in your field, and you don’t have time for a “second job” as a market analyst. Yet, you feel it: low-grade anxiety. You see headlines about “The Magnificent 7” and wonder if...
Oct 20, 2025
By Laurie Allen, CFP® | LA Wealth ManagementAs a financial advisor, I frequently work with clients who have significant exposure to a single stock—often due to employee compensation in company stock or inheritance from a family member. While concentrated positions can...
Oct 7, 2025
By Laurie Allen, CFP® | LA Wealth ManagementAs a financial advisor working with clients for over 15 years, I can’t tell you how many people visit me in the office, tell me they’re in a diversified portfolio and open up their statement only to show several...
Sep 24, 2025
By Laurie Allen, CFP® | LA Wealth ManagementIf you’ve changed jobs a few times or opened investment accounts with different providers over the years, chances are your financial life is more scattered than you’d like. Old 401(k)s here, a brokerage account there, maybe...
Sep 19, 2025
By Laurie Allen, CFP® | LA Wealth ManagementCongress just passed a sweeping new tax package—the One Big Beautiful Bill (OBBB)—which introduces several key changes that may directly affect your financial plan. Whether you’re raising a family, planning for...
