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The 2020 Election is Coming: What Should I Do?
The 2020 Election is Coming: What Should I Do?

As the election nears, many investors are attempting to predict how the market will react to a Trump or Biden victory. The two candidates have vastly...

Strategies for a Low Interest Rate Environment
Strategies for a Low Interest Rate Environment

The Federal Reserve plans to keep interest rates low until at least 2023, in this article we offer six financial planning strategies that benefit...

How Do I Start a Family Foundation?
How Do I Start a Family Foundation?

Many families with philanthropic goals consider forming family foundations. In this article, we discuss the steps in how to start a family...

Sampling of our Favorite Investment Books
Sampling of our Favorite Investment Books

Summer is in full swing, so we thought we would share some investment-related books that have helped form the foundation of Lake Street’s investment...

Basic Estate Documents Everyone Should Have
Basic Estate Documents Everyone Should Have

Many people hear the words “estate planning” and assume that it is only for people who are married with children, wealthy, and established in their...

Responding to the Moment through Philanthropy
Responding to the Moment through Philanthropy

Now, perhaps more than ever, our country faces an unprecedented confluence of challenges that demand the responsiveness of our government, the...

May 2020 Markets Review
May 2020 Markets Review

Markets have continued to rally off the recent lows. The nearly 11-year bull market came to an abrupt end in February, as market participants sold...

Family Mission Statement: 2020
Family Mission Statement: 2020

2020 – A year of clear vision, a time to reflect on what is most important, and an opportunity to capture your reflections in a Family Mission...

Advice in the Age of Pandemic: Part II
Advice in the Age of Pandemic: Part II

The world is experiencing a public health and economic crisis unlike any other in modern times. We are in uncharted territory. While the COVID-19...

Advice in the Age of Pandemic
Advice in the Age of Pandemic

The world is experiencing a public health and economic crisis unlike any other in modern times. We are in uncharted territory. While the COVID-19...

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