How Charitable Donations Through an IRA Can Impact Taxes and Investing … Are You Familiar with These Tax Changes Toward Charitable Donations?

Changes in determining who will include itemized deductions on their tax returns will affect millions this tax year. The Tax Cut and Jobs Act of 2017 is expected to drastically reduce the number of people enjoying tax savings related to their charitable donations, with only 16 million in 2018 versus 37 million in 2017. The […]

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Why Lawson Kroeker Favors Long-Term Investment Advice Over Speculation: And, Does Speculating Over Investment Advice Even Work?

As winter approaches the Midwest, some experts say the bear market is stirring from hibernation, ready to come out of its den. As the bull market continues an extensive run since March 2009, many investors wonder what investment advice should guide their decisions. In truth, if you’ve ever worked with our team at Lawson Kroeker, […]

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Are You a Thinker?
So Are We.

With all you’ve got to do, there’s rarely enough time to really dig into what’s happening in the market. That’s why Lawson Kroeker publishes a quarterly reflection piece, written specifically for the Lawson Kroeker Community of Thinkers. That’s what we call people like you: smart investors who want to know what’s shaping the market and […]

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Planning for Retirement: Good News. It’s Not Too Late.

For many Americans, planning for retirement hasn’t been a regular part of their financial planning. The causes are different for every household, but nearly half of all Americans have no retirement savings at all, and for those that have been able to save, the median balance is only $10,000. Currently, the average contribution rate to […]

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Your Investment Portfolio May Thrive From a Shift in Perspective

“You make money buying when the world seems risky and lose money buying when the world seems safe.  When you’re really scared is the time to buy, not sell.”  –Andrew Tobias There are times when the headlines are full of words that may strike fear in the hearts of investors, like “bear” and “recession.” Your […]

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Investment Management: The Lawson Kroeker Difference

No two investors are alike, which is why no two portfolios should be identical. Sure, there may be resemblances here and there, but when you bring the right investment management firm aboard, you get professionals who know that each client deserves individualized attention. This principle of one-on-one attention is something that smaller firms have the […]

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Understanding the Past is a Clear Strategy When Investing for Retirement

“To understand what is happening today or what will happen in the future, I look back.” – Oliver Wendell Holmes Investing for retirement requires a solid measure of discipline. When you’re in the stage of life when you need to set aside money for retirement, it sometimes seems as if you can’t possibly squeak another dime […]

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Invest Like It’s 1986: Investment Planning is an Ongoing Journey

“If you don’t know where you’re going, any road will take you there.” That sounds like sage advice for being spontaneous and in the moment, throwing caution to the wind – pull up a sail and let it take you wherever. Yet, when it comes to your investments, knowing where you want to go is […]

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Fine Tuned: The Art of Investing at Lawson Kroeker

Like fine art, your investment portfolio should reflect the creative and personalized aspects that make it your masterpiece. At Lawson Kroeker, we believe in the fine art of investing. Like the colors and styles in a commissioned piece, your investments are designed for who you are as an individual. This approach takes diligence. It takes […]

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Invest Like It’s 1986: Investment Planning for Contrarians Means Taking the Alternate Route

How much of what you do today is similar to what you did in the mid-1980s? Are you embracing the same fashion trends or hairstyle? Is your car from that era and are you watching Cheers and Knight Rider for entertainment? We might be holding on to only a fraction of what we held dear […]

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