Lobdell and Lane Wealth Management

The introduction to #BLACKGIRLMAGIC Join us for a deep dive into the heart of one who God trusts to manage Millions of dollars for a living! Asset management refers to the management of investments on behalf of others. The process essentially has a dual mandate - appreciation of a client's assets over time while mitigating risk. ... The role of an asset manager consists of determining what investments to make, or avoid, that will grow a client's portfolio.

Join us this Saturday @ 1:00 PM for the introduction of "Sharing Saturdays with Simone" of @lobdellandlane stop by and #FF on IG & FB Lobdell and Lane Wealth Management for special offers and promos. Take a closer look at "The Legacy Strategist" #legacy #family #wealth #love #life #entrepreneur #media #legend #character #motivation #history #integrity #success #inspiration #blackgirlmagic #empowerwomen #art #transformation #business #lifestyle #blessed #community #hope #love #success #transformation #powerful #wealth #authenticity #bhfyp to view, subscribe to: http://b.link/SimoneLaneLandL

Women SBOs need to build retirement savings; so do their workers. Forbes looks at the need and the options: https://d.ptsm.us/3e2lLV

Forbes explains how life insurance comes into play with estate taxes: https://d.ptsm.us/3E85At

Happy New Year!

Happy Holidays!

Merry Christmas!

Merry Christmas & Happy New Year from Lobdell Investments! We hope that your year ends with joy and happiness. We are excited for all the new year will bring. We are planning to launch some exciting news. Visit our website for online access to your accounts and other news. ... Happy Holidays! Truly, Mark and Simone