Keeping YouInformed
We firmly believe that the majority of clients prefer genuine conversations over financial lectures. That’s why we make a concerted effort to always provide you with unfettered access to our latest thinking and educational insights.

Our Latest Thinking

Learn More 2021 Year-End Planning Checklist The year-end is right around the corner and there are some standard financial “checklist” items you should keep in mind as you prepare to close out 2021. This is a starting point, there are many changes moving through Congress right now. Lenox Wealth Advisors can help you think through the big picture before year end. 10.22.21 Learn More
Learn More 2021 Year End Planning Guide The recent tax proposal released by the House of Representatives makes year end financial planning even more important than most years. Lenox Wealth Advisors’ Year End Planning Guide outlines some of the most important changes that may occur. Contact us to walk through your financial situation and discuss how you can prepare for 2022. Learn More
Learn More Quarterly Views - April 2021 What economic recovery meant for equity and bond markets in the first quarter—Joseph Connolly, CFA discusses the first three months of 2021 Learn More
Learn More Millennials have different ideas on investing too...green energy, crypto, and genomics. Our Chief Investment Officer David Carter, CFA enjoyed speaking at this related conference. 04.15.21 Learn More
Learn More Our Chief Investment Officer David Carter, CFA enjoyed speaking at the Marcus Evans Private Wealth Management Online Summit. Previously an in-person conference, it also represents how companies have been able to successfully adapt to a COVID world and a virtual model. 03.25.21 Learn More
Learn More Fed says things are looking up, but when is it too much of a good thing? Our Chief Investment Officer David Carter, CFA is quoted in this related news story. 03.17.21 learn more
Learn More We think it makes sense to always look for new risks and opportunities for investment portfolios and financial plans… Simi Dhall, CFP® and David Carter, CFA discuss current opportunities to lower your tax bill and protect bond portfolios. 03.16.21 watch now
Learn More Stocks, bonds, and politics...what could be better? Our Chief Investment Officer David Carter, CFA joins Jeremy Siegel of Wharton on the Sirius Behind the Markets Show. 02.19.21 Listen Here
Learn More Powell to the rescue...apparently worth the risk of unleashed inflation. Our Chief Investment Officer David Carter, CFA is quoted in this related story from NASDAQ. 02.24.21 LEARN MORE
Learn More Equity markets up but bonds not so much… Rising vaccination rates and high consumer savings could support growth in near future. Some concern out there and time to stay up in quality and position for higher rates. 02.16.21 Watch Now
Learn More What can you expect in the coming year? 2020 Market Recap and 2021 Outlook provided by Portfolio Manager Joe Connolly, CFA Learn More
Learn More New Year, New President, New Opportunities… We hope you enjoy this brief video featuring Thomas Kavanagh, CFP®, CPWA® and CIO David Carter, CFA where they say thank you and outline investment and planning ideas. 01.21.21 Learn More
Learn More Your 2020 Year-End Planning Checklist There's still time to make some smart financial moves before the end of the year. Our checklist covers actions you may want to consider for the tax year. Learn More
Learn More Our CIO David Carter, CFA is quoted in Reuters 11.16.20 Good news on vaccine and profits is lifting markets and shifting leadership...see recent Reuters story quoting Lenox Wealth Advisors Chief Investment Officer David Carter, CFA. Learn More
Learn More Our CIO David Carter, CFA quoted in Reuters UK 10.08.20 "Washington still calling the shots in markets....good for now but message changes daily as we await more fiscal stimulus." learn more
Learn More Our CIO David Carter, CFA quoted in Reuters 09.30.20 "Washington drives down Wall Street...fiscal stimulus and election uncertainty are now driving markets." Learn More
Learn More Our CIO David Carter, CFA quoted in Reuter’s 09.16.20 "US STOCKS-S&P 500, Dow extend gains following Fed statement" Learn More
Learn More 2020 Vision: Year-End Planning Guide YOUR FINANCIAL LIFE. BEYOND INVESTING. Advice that encompasses your goals for tomorrow and how you want to live today. Learn More
Learn More Quarterly Views - May 2019 Nice start to markets this year, but getting choppy due to trade conflict. Learn More
Learn More Quarterly Views - February 2019 GLAD THAT’S OVER You know that 2018 was a difficult year across almost all financial markets. Learn More
Learn More What Keeps You Up At Night? Wealth is always accompanied by complexity — we can help you simplify. Learn More
Learn More David Carter, CIO on Investment News David discusses our unique approach to Investment Management. Watch Now
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