Jul 2, 2020
Robert Thomas here of LA wealth management and today I want to talk about the relationship between risk and time. As a financial advisor I can’t tell you how often we hear the words “I have X amount of money to invest. What should I do with it?” Here at LA Wealth...
Jul 2, 2020
Interview Jody Canfield, July 1st, 2020 Today I wanted to bring a good friend Jody Canfield, mortgage broker with Watermark home loans, because I’ve been getting so many questions during CoronaVirus and the crazy low-interest rates about mortgages from clients....
Jul 2, 2020
Written By: Laurie Allen, Founder of LA Wealth Management June 30th, 2020I’m here to talk to you about how to teach your kids about money. This is a question I get asked all the time from friends, neighbors and clients is how do we pass these skills down that...
Jun 9, 2020
Many times I get asked the question.. “Why do you primarily work with women? What’s so different about the planning that needs to be done for women vs Men?” Well, it’s the subtle differences that sneak up on us. I wanted to take a minute to share the things I think...
May 6, 2020
If you don’t have an emergency fund, it’s time to prioritize itWritten By: Laurie Allen, CFP® May 6, 2020Over the years I’ve had the pleasure of working with lots of clients across the spectrum of age and wealth. Early on in my career I would ask,...
Dec 19, 2019
Did you know American is the most generous nation in the world? Many of us are thinking about the season of giving and preparing to make out year-end giving. Here’s a helpful guide to make sure you get the most out of your gift!...
Feb 6, 2019
Is HOW your investments make money important to you? If the answer is yes, you’ll want to know more about Value-Based investing and how you can vote your conscience with your dollars. ...
Nov 29, 2018
LA Wealth Management has strong team of Female advisors who understand that Personal Finance is more personal than Finance. https://www.forbes.com/sites/nancyanderson/2014/05/22/ladies-5-reasons-to-choose-a-female-financial-advisor/#11756d0b84a4
Nov 2, 2018
Tolerate the TurbulenceLook beyond this moment and stay focused on your long-term objectives. Provided by Maria Filindras and Laurie Allen Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it....
Aug 17, 2018
As an advisor working with clients over the last decade to plan for the care of their elderly parents, you’d think I’d be completely prepared for it when it happened to me, right? Wrong. When your parents are hesitant or down right hostel to the idea of...
