Download Our Free Roth Conversion Report

If your current income tax rate is materially less than what your income tax rate will be in the future when you take IRA distributions, a "Roth Conversion" may be an ideal strategy to reduce taxes. Download our free report to learn more.

By submitting this form, you are consenting to receive marketing emails from: Lawrence Wealth Management, 1001 Conshohocken State Road, Suite 1 202, West Conshohocken, PA, 80112, US, http://Lawrence Wealth Management LLC. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.
This field is for validation purposes and should be left unchanged.
logo lawrence

Blogs

Input your email to stay up to date on our news!

This field is for validation purposes and should be left unchanged.
a woman is carefully observing trading crypto charts at home

Stock Market Indices- Compare and Contrast

I am using this month’s client note to discuss and contrast a few closely followed U.S. equity indices; most notably the Dow Jones Industrial Average (DOW), the S&P 500 Index…
federal reserve building in washington dc, united states, fed

Federal Reserve Chairman Powell Speaks!

The main market news in August was the Fed Chairman Powell stating that the FED will likely reduce interest rates in September 2025.  Every August, financial leaders from around the…
agree halfway. two businessmen shake hands in the middle of the road

Mid-Year 2025: What A 6 Months

The US stock markets started 2025 with a very strong 10% gain in January, only to correct (decline) by 12% from the start of the year and 16% from its…
strips of newspaper with the words tariffs typed on them.

May 2025: Where We Stand Tariffs Can Be Terrifying

Trade tariff policy and inflation continue to drive market volatility. Capital markets have experienced some of the most volatility in recent memory due to the draconian tariff policies announced by…
businessman looking up at a chart that indicates a falling u.s. dollar

March 2025: Client Note

2025 started with a strong January after a 14% gain in 2024, only to give up most of 2025 gains by the beginning of March, as the table below displays. …
new year 2025 or straightforward concept. text 2025 written on the road in the middle of asphalt road at sunset. concept of planning , challenge, business strategy, opportunity ,hope, new life change.

January 2025: As We Turn The Page To A New Year

2024 was another stellar year for U.S. stock markets; the Dow Jones Industrial Average (DOW) posted a 13% gain, while the technology-heavy S&P 500 Index posted a whopping 23% gain.…