facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Insights

Lakeshore Special Report - 2020 Election Thumbnail

Lakeshore Special Report - 2020 Election

Politics ignite powerful emotions, and since emotions dominate the short-term direction of asset prices, politics can impact the stock market. But how much influence do Presidents really have over the long run?

Read More
Estate Planning, How to Avoid Taxes, and Probate - Webinar Replay Thumbnail

Estate Planning, How to Avoid Taxes, and Probate - Webinar Replay

In this interview with attorney Bob Mondo, we discuss the importance of estate planning within our process at Lakeshore. Then Bob discusses the drawbacks of a Will and the benefits of having a Trust in place. Be sure to listen to the end as Bob highlights common mistakes made and how to avoid them.

Read More
Health and Wealth, How to Fuel Resilience - Webinar Replay Thumbnail

Health and Wealth, How to Fuel Resilience - Webinar Replay

In this interview with Kelly Schmidt, RD, LDN, we draw the parallel of a dietitian to our fiduciary standard at Lakeshore. Then Kelly takes a deep dive into our everyday diets' intricacies and the critical role that food plays not just on our physical health, but our mental health as well. Be sure to listen to the end where Kelly addresses some of the key ingredients (pun intended) to develop a strong immune system, which helps enormously to prevent certain diseases.

Read More