Where are interest rates headed? Is the Nasdaq up or down? Do I have the right mix of equities and bonds in my retirement portfolio? Clients have so many things to consider these days, it’s easy for ...

To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of ...

In my prior article on insurance planning for the merely well-to-do, I introduced you to Nook and Crannie. 1 Their very productive meeting and subsequent conversations with Bill Ledgerman enabled them ...

While Life Insurance Awareness Month (September), may be ending, that doesn’t mean this sometimes misunderstood financial planning resource is any less important. In fact, this multifaceted financial ...

When talking to your clients about their overall financial plan, some topics are easier to discuss than others—and insurance is often at the bottom of the list. An Immediate Financing Arrangement (IFA ...