Locust Lane Wealth Management

05/08/2026

The Great Wealth Transfer is already underway, and for families, it’s about far more than moving assets. It’s about aligning values, preparing the next generation, and ensuring continuity across every aspect of wealth.

At Locust Lane Wealth Management, we help families navigate these transitions with coordinated planning, education, and personalized guidance. Read the article below to learn more.

The handover of generational wealth presents challenges and opportunities for financial advisors. A new UBS report has advice.

05/06/2026

Staying informed means staying confident with your finances. Our gives you the insights you need to make smarter decisions. Read the full article below.

05/01/2026

Not all diversification works the way it sounds. Equal‑weight investing treats market giants and much smaller companies the same and that can change risk in surprising ways. 👉 Read our blog to learn more about how this strategy really works. https://locustlanewealth.com/2026/04/weighing-in-on-equal-weights/

04/29/2026

What’s shaping the markets? Check out LPL's Research's latest commentary for key takeaways from this past week.

04/27/2026

Meet Jonathan, an investment advisor representative with nearly two decades of experience helping businesses build and maintain best‑in‑class retirement plans. He now partners with Locust Lane as a consultant overseeing our retirement plan clients.

Learn more about Jonathan: https://locustlanewealth.com/jonathan-duggan/

04/24/2026

There’s no “magic number” that works for everyone in retirement. Your income needs, lifestyle, and timing matter far more than a headline figure. A personalized plan beats a guessing every time. Reach out to discuss guidance tailored to your unique financial situation.

Replace magic with the hard work it takes to analyze your needs and resources in retirement.

04/22/2026

Wondering what’s driving the markets right now? Explore the latest trends and opportunities in this week's article.

04/21/2026

Deciding when to retire is one of the most meaningful financial choices you’ll make. Understanding how long your savings may last, how Social Security fits into your plan, and what timing works best for your goals can bring clarity and confidence to the process.

If you’re ready to explore what retirement could look like for you, we're here to help you plan for the road ahead. https://locustlanewealth.com/contact/

04/17/2026

Q1 was a reminder that markets rarely move in straight lines. While stocks pulled back and volatility increased, diversification and long-term strategy remain key—especially during uncertain times. This is why we plan ahead, not react to headlines.

Read more in our latest blog: https://locustlanewealth.com/2026/04/quarterly-review-stocks-pull-back-from-highs-as-markets-are-tested/

04/15/2026

The markets are moving, are you in the know? Check out this week’s insights from LPL Research.

04/13/2026

Don’t let important deadlines sneak up on you! ⏰ April 15, 2026, is your key date for filing federal income taxes, making 2025 IRA contributions, and submitting estimated payments. Missing these deadlines can lead to penalties or lost contribution opportunities.