News & Insights

LWM News

Investment News Featured LWM in a Recent Article - 

How to Become a Client's Personal CFO

TD Ameritrade Institutional National Investment Conference in February in Orlando, FL. Many Themes of the conference were based around technology. Ryan Linenger was asked to be a conference speaker around the topic of integrating technology into your firm.

Investment News Alternatives Investments Conference - Fairmont Chicago Millennium Park. Topics to be covered:

  • Mutual fund strategies that were once limited to hedge funds.
  • New structures and vehicles to complement existing portfolios.
  • Proven institutional strategies for individual investors.

Dimensional Financial Advisor Conference - Ryan Linenger attended this investment conference which included speakers such as professor Ken French, Eugene Fama Jr., and David Booth.

Illinois College of Emergency Physicians Spring Symposium & Annual Business Meeting - LWM was an exhibitor for the event that was held at Northwestern Memorial Hospital.

Insights, Articles & Presentations

Reading the Index to Beat the Index
A look at one of the core investment themes found in LWM's portfolios.
Reading the Index- DFA.pdf
Adobe Acrobat document [251.4 KB]
Teaching Kids About Money
Practical ideas and principles for teaching your children about money - from Vanguard.
Teaching Kids about Money - Vanguard.pdf
Adobe Acrobat document [713.8 KB]
Investment Basics
A nice overview of many financial topics in an easy to understand format.
Investment Basics- Vanguard.pdf
Adobe Acrobat document [1.3 MB]