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 Markets flip-flopping between the view that economic growth has peaked so buy tech, versus no-peak-yet so buy cyclicals. Both right depending on the day but a peak will be hit. Our Chief Investment Officer David Carter, CFA is quoted in this related Reuters story. 07.23.21 Learn More
Learn More Transitory or not, there may be ways to benefit from inflation. Our CIO David Carter, CFA joins Jeff Currie of Goldman Sachs on this panel where they discuss inflation and how asset classes perform. 07.19.21 Learn More
Learn More The mid-point of the year is a good time to review your finances to make sure you’re on track for your goals. Here are six areas to consider for a check-up. Contact your Lenox Wealth financial advisor to discuss in further detail. 07.09.21 Learn More
Learn More Markets keep pushing higher, but too much good news may prove harmful...our Chief Investment Officer David Carter, CFA is quoted in this related article. 07.06.21 Learn More
Learn More Boring is beautiful for markets as growth and yields continue to support prices...but not so boring in the world of tax policy... David Carter, CFA and Simi Dhall, CFP® of Lenox Wealth Advisors discuss both issues in this short wealth management video. 07.01.21 Listen Here
Learn More Are there alternatives to traditional stocks and bonds? Our Chief Investment Officer David Carter, CFA discusses Alternatives such as private credit and real estate at this wealth management conference. 06.16.21 Learn More
Learn More Equities often take the headlines, but are there opportunities now in credit? Our CIO David Carter, CFA spoke at this recent conference which highlighted opportunities in structured, distressed, and leveraged credit. 06.02.21 Learn More
Learn More The inflation boogeyman is back right on cue and will continue to scare markets in the coming months, but will prove to be not real. Our Chief Investment Officer, David Carter is quoted in this related article. 05.14.21 Learn More
Learn More Vaccination and fiscal stimulus engines are cooling as markets take a pause, while tax policy takes center stage. We are preparing for higher tax rates with both investment and planning techniques. 05.05.21 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 It’s all about rates this year…inflation rates and interest rates. A big jump in either one could hurt stock and bond markets. Our Chief Investment Officer David Carter, CFA is quoted in this related Reuters story. 04.08.21 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 Quarterly Views - February 2021 Learn More
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 Markets ended a volatile year on a subdued note as all eyes are on 2021 and if an economic and profit turn-around will materialize...our Chief Investment Officer David Carter, CFA is quoted in this related Reuters story. 01.04.21 Learn More
Learn More Despite a vaccine, COVID still has the power to move markets...a good but not great fiscal stimulus plan. Our Chief Investment Officer David Carter, CFA is quoted in this related Reuters story. 12.22.20 Learn More
Learn More Market Update with Meghan Bergman & David Carter 12.16.20 Learn More
Learn More Lenox Wealth hosts its second “Virtual Wine Zoom” with clients, where we enjoyed a guided tasting of two great wines from California based Epoch Estate Wines 12.10.20. Learn More
Learn More Portfolio Manager, Joseph Connolly, CFA offers some year-end thoughts on the election, the impending vaccine rollout, and some other stories that were overshadowed in 2020 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 Implications...our Chief Investment Officer David Carter, CFA is quoted in Reuters 11.20.20 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 Market Update with David Carter, CIO 11.09.20 Watch Now
Learn More Advanced Year-End Planning Strategies - 2020: a Year Like No Other Learn More
Learn More Market Update with Tom Kavanagh, CFP & David Carter, CIO 10.20.20 Watch Now
Learn More The Presidential Election & Your Financial Plan: Cast Your Vote for Rationality this Election 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 Market Update with Joe Connolly and David Carter 10.01.20 watch now
Learn More Market Update with David Carter 09.16.20 Watch Now
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 Market Update with Casey Riviezzo and David Carter 08.17.20 Watch Now
Learn More Quarterly Views - August 2020 Learn More
Learn More Market Update with Andrew Ark and David Carter 08.04.20 WATCH NOW
Learn More Market Update with Rick Van Benschoten, CEO and David Carter, CIO 07.20.20 Watch Now
Learn More Market Update with Tony Cruz and David Carter 07.06.20 Watch Now
Learn More Market Update with Matt O'Malley and David Carter 06.22.20 Watch Now
Learn More Market Update with Simi Dhall and David Carter 06.08.20 Watch Now
Learn More Market Update with Tom Kavanagh and Sam Fishelberg 05.26.20 Watch Now
Learn More Market Update with Maddy Bowles and David Carter 05.18.20 Watch Now
Learn More Lenox Wealth 1st Virtual Wine Zoom 05.14.20 Learn More
Learn More Market Update with Greg Reynholds and David Carter 05.11.20 Watch Now
Learn More Market Update with Allaire Langdon and David Carter 05.04.20 Watch Now
Learn More Market Update with Yash Niphadkar and David Carter 04.27.20 Watch Now
Learn More Market Update with Tom Kavanagh and David Carter 04.20.20 Watch Now
Learn More Market Update with Michael Kuziw and David Carter 04.13.20 Watch Now
Learn More Market Update with John Kovacs and David Carter 04.06.20 Watch Now
Learn More Market Update with Meghan Bergman and David Carter 03.30.20 Watch Now
Learn More Update with Rick Van Benschoten, CEO & David Carter, CIO of Lenox Wealth Advisors 03.13.20 Watch Now
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 - October 2019 Learn More
Learn More Quarterly Views - February 2020 Learn More
Learn More Lenox Wealth Advisors Quarterly Briefing (August 2019) Listen Now
Learn More Quarterly Views - May 2019 Nice start to markets this year, but getting choppy due to trade conflict. Learn More
Learn More Lenox Wealth Advisors Quarterly Briefing (March 2019) Listen Now
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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