In the Loop: January 2022

2021 continued 2020’s post-Covid recovery:  The rapid market decline in March 2020 resulting from the initial onset of the Covid-19 pandemic was short-lived. By the end of 2020 the equity markets were well on their way to recovery.  While our lives remained in a state of abnormality – working from home, mask-wearing, Covid scares, scheduling havoc – in 2020 the S&P 500 index improved by nearly 16%.  read more...

Welcome to Lariat Wealth Management

With tremendous pride, I’d like to welcome you to Lariat Wealth Management and www.lariatwealth.com.

After 22 years in finance and investments, I founded Lariat Wealth Management in 2021 to provide tailored financial guidance and investment management to individuals, families, non-profits and institutions. read more...

Be Alert: Anticipating Potential Tax Changes

Proposed changes to the US tax code have the potential to impact individual income tax rates, corporate rates, capital gains rates and step-up, estate planning and gifting.  While we don’t know definitively what the final updates to tax policy will be, in the spirit of being informed and prepared, we’ll detail the major proposals below […] read more...

Why You Should Care About the Fed

The Fed 101, Inflation, Tapering and What It Means to Investors In response to the Covid-19 pandemic and resulting financial market disruption in early 2020, the Fed provided substantial monetary policy support to the US economy by lowering short-term interest rates and purchasing securities, primarily US Treasuries and mortgage bonds. This latter program was called […] read more...