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...