C.J. Lawrence

This summer, let's invest in what truly matters: unforgettable memories. After all, it's the reason behind everything you do!

Learn more at https://cjlawrence.com/

Unlock the potential for generating current income with C.J. Lawrence. Our portfolio managers expertly combine fixed income securities, money market funds, and dividend-paying stocks to create robust investment strategies. By skillfully investing across all levels of a company’s capital structure and accessing industry-leading credit products, we provide unique advantages to our clients.

Discover more about our approach and services at https://cjlawrence.com/products-and-services/.

Discover what sets C.J. Lawrence apart in the world of equity portfolio management.

For more than 2 decades, our portfolio managers have expertly blended qualitative and quantitative analysis to identify a broad range of stocks exhibiting the unique "Bulldog" characteristics. From this extensive list, we meticulously select the highest quality Bulldogs for our clients' equity portfolios.

Our commitment to precision and excellence ensures that we consistently deliver robust and resilient investment strategies. Learn more at https://cjlawrence.com/.

At C.J. Lawrence, we go beyond the usual to provide tailored wealth management solutions. Our portfolio managers personally construct and manage client-specific, separately managed accounts. Investment management, from research to implementation, is our core competency.

Discover the difference https://cjlawrence.com/

C.J. Lawrence recognizes that investing in a child’s educational future is one of the most impactful decisions you can make. A 529 Plan stands out not just as a savings vehicle, but as a multi-generational tool within a savvy investor's portfolio, offering tax advantages and the flexibility to benefit your family's educational goals across generations.

📈 We are committed to weaving the 529 College Savings Plan seamlessly into your financial plan, serving as a cornerstone for your children’s and grandchildren's education financing, while also fitting elegantly into your overall wealth management strategy. As National 529 Day draws near, let us guide you in exploring how to get started. https://cjlawrence.com/contact/

Sell in May and go away? Not so fast...check out Bernhard Koepp's recent video, where he reviews markets going into the Memorial Day weekend.

Get insight on the powerful forces driving the US economy and markets going into the summer.

Sell in May and go away? Not so fast... by Bernhard Koepp - C.J. Lawrence - May 24, 2024 In this video, Bernhard Koepp reviews markets going into the Memorial Day weekend. Is it time to "Sell in May and go away?". He reviews the powerful forces...

🌍 At C.J. Lawrence, we bridge the gap between you and global opportunities, with a personal touch.

Our multilingual team speaks your language, be it French, Spanish, German, or more, ensuring seamless communication with international investors and their financial teams. Whether you're navigating the market as an individual or a business, we're here to demystify the U.S. investment landscape for you.

Let's explore the possibilities together: https://cjlawrence.com/products-and-services/

Investors who adapt to the ever-evolving global market dynamics and digital transformation are not just surviving; they're thriving. At C.J. Lawrence, our commitment to continuous market evaluation ensures that we seize the most promising opportunities for our clients. Our investment strategy revolves around a core belief: superior portfolios are built on the bedrock of exceptional companies.

Explore how we at C.J. Lawrence identify and capitalize on unique investment opportunities for our clients. Reach out to us today: https://cjlawrence.com

Check out Terry Gardner's recent video, where he discusses the support provided the market from 3 consecutive years of double digit earnings gains.

Watch now for insight on how earnings growth is a key part of stock prices and driving the market higher.

Consecutive Double Digit Earnings Growth is Bullish, Terry Gardner CJL Market Commentary 050224 In this video, Terry Gardner discusses the support provided the market from three consecutive years of double digit earnings gains. C.J. Lawrence is a New ...

Thank you to Advisors Asset Management for allowing us to delve into the ongoing renaissance in the manufacturing sector, shedding light on its transformative impact on our economy and beyond.

This week's Viewpoints partner commentary, "The U.S. Manufacturing Renaissance is Taking Shape," by C.J. Lawrence is now available: https://bit.ly/3UDrjTm

"The United States remains the largest consumer economy in the world, accounting for ~30% of global consumer spending or $20 trillion per year. Easy access to that market, favorable demographic trends, and low-cost energy have contributed to making the U.S. an increasing popular destination for global manufacturers. Multi-year global , heightened prospects for punitive trade , and U.S. incentive programs have all accelerated the pace of U.S. onshoring and re-shoring in what some are calling America’s manufacturing renaissance."

Exciting news for parents and future retirees! Beginning in 2024, individuals who have diligently saved in 529 College Savings Plans for their children's education will have even more flexibility with their savings.

Under new regulations, if you've held a 529 College Savings Plan for 15 years and find that you won't need all the funds for your child's education, you'll have the option to transfer some of it to a Roth IRA. This presents a fantastic opportunity to repurpose unused education savings for retirement planning.

By leveraging the benefits of a Roth IRA, including tax-free growth and withdrawals in retirement, parents can maximize the potential of their college savings and enhance their long-term financial security.

If you're a parent with a 529 College Savings Plan, or if you're considering starting one, now is the time to explore how this new option can fit into your overall financial strategy.

Contact us with any questions: https://cjlawrence.com/contact/

How and when should you start the conversation with your kids about money?

With graduation season upon us, we wanted to provide some tips and guidance for navigating financial conversations with your children. Raising financially savvy, responsible kids can be challenging, but a foundation of good financial habits will serve them for the rest of their lives.

✅ Starting early is key. Introduce basic concepts like saving, spending, and giving from a young age, using age-appropriate discussions and games to explore and illustrate the value of money, how it's earned, and the importance of making informed choices.
✅ Explore tax-advantaged education savings accounts, such as 529 plans, that offer potential growth and tax benefits when used for qualified education expenses.
✅ It’s important to strike a balance between supporting their aspirations and managing expectations. Encourage your child to explore scholarships, grants, and work-study opportunities.
✅ Encourage your kids to set financial goals, make budgets, and track their expenses. Introduce the concept of credit and explain the importance of building and maintaining a good credit score.

This may seem overwhelming but we can help! Reach out with any questions: https://cjlawrence.com/contact/

Check out Bernhard Koepp's latest video providing a detailed review of the reasons behind the strong Q1 2024 performance of the US equity markets.

Bernhard covers Fed policy regarding interest rates, discusses the supply/demand and money supply factors impacting inflation, highlights the importance of how productivity growth can usher in a new era of growth similar to the 1990s and tackles the question, if we are in a bubble when its comes to the current technology product cycle fueled by generative .

Watch here: https://youtu.be/v4I2vNogtXk

Climbing the Wall of Worry - Are we in a Bubble? Q1 2024 review by Bernhard Koepp - C.J. Lawrence In this video, Bernhard Koepp gives a detailed review of the reasons behind the strong Q1 2024 performance of the US equity markets and reviews some of the i...

As we kick off Financial Literacy Month, let's take a moment to reflect on the importance of financial knowledge and empowerment. In a world of ever-changing economic landscapes, being financially literate is more crucial than ever. This month, let's commit to:

1️⃣ Educating Ourselves: Take the time to learn about personal finance topics such as budgeting, investing, and retirement planning. Knowledge is power, and by arming ourselves with financial know-how, we can make informed decisions about our money.
2️⃣ Empowering Others: Share your financial knowledge with friends, family, and colleagues. Whether it's through conversations, workshops, or social media, let's work together to empower others to take control of their financial futures.
3️⃣ Setting Goals: Use this month as an opportunity to set financial goals and create a roadmap for achieving them. Whether it's saving for a home, paying off debt, or building an emergency fund, setting clear objectives can help keep us on track.
4️⃣ Taking Action: Don't just talk about financial literacy—take action! Whether it's opening a retirement account, starting an investment portfolio, or creating a budget, every step we take towards financial literacy brings us closer to financial freedom.

Let's make Financial Literacy Month a time of growth, learning, and empowerment. Together, we can build a more financially secure future for ourselves and generations to come! Learn more about how we can help: https://cjlawrence.com/products-and-services/

Watch the latest insightful video by Bernhard Koepp, where he delves into the reasons behind the robust Q1 2024 performance of the US equity markets. From Fed policies to inflation dynamics and the potential of productivity growth reminiscent of the 1990s, this discussion with CJL's investment management team is a must-watch for anyone navigating today's investment landscape. Are we in a tech bubble fueled by generative AI? Let's find out. https://youtu.be/v4I2vNogtXk

Climbing the Wall of Worry - Are we in a Bubble? Q1 2024 review by Bernhard Koepp - C.J. Lawrence In this video, Bernhard Koepp gives a detailed review of the reasons behind the strong Q1 2024 performance of the US equity markets and reviews some of the i...

Each quarter, we offer insights on a timely financial topic to help you and your family pursue a more secure financial future. In this edition of Financial Focus, we're focusing on 𝗴𝗶𝗳𝘁 𝘁𝗮𝘅𝗲𝘀.

Navigate the world of gift-giving with confidence and know that your generosity is not only appreciated but also tax-efficient.

Don't miss out! Subscribe to Financial Focus today: https://cjlawrence.com/

Check out Terry Gardner's recent video, where he looks back at the market turmoil surrounding the early days of the Covid-19 epidemic.

Watch now for reflective market commentary and lessons learned from 4 years ago.

Lessons Learned From the Onset of the Pandemic, Terry Gardner, C.J. Lawrence Market Comment 031124 In this video, Terry Gardner looks back at the market turmoil surrounding the early days of the Covid-19 epidemic. C.J. Lawrence is a New York based investm...

At C.J. Lawrence, we don't simply aim to meet your investment goals, we plan to exceed them! 🚀

We pride ourselves on taking the time and effort needed to understand our client's needs so we can craft custom portfolios that suit their specific needs.

Stop settling on your investment goals. Let's get started towards surpassing them together today! https://cjlawrence.com/

Retirement plan offerings are an important tool in employee retention. CJ Lawrence helps businesses establish and manage a variety of retirement programs to offer employees.

Our Investment Managers excel in working with accounting firms to set up both corporate pension investment accounts and individual employee 401(K) investment accounts.

Let our team help you offer competitive benefits to retain solid employees! https://cjlawrence.com/

Major life events and goals are something every person hopes to be prepared for. Preparation can relieve some of the pressures associated with major life events.

CJL Investment Mangers are here to help! We work work with your to define your goals and create plans to help you reach them.

Get in touch with our team today to start planning!
https://cjlawrence.com/

Investing in the US market can be challenging for international businesses and individuals.

CJ Lawrence can help! ✔️

The CJL staff helps foreign clients navigate US policies and regulations.

Allow our team to help you navigate the regulatory and procedural complexities of opening a US investment account. 💰

Learn more: https://cjlawrence.com/products-and-services/

Why aim low when your future is at stake?

At C.J. Lawrence, we invest in your future. 🚀

Meet our investment advisors today, and we will exceed your expectations!
https://cjlawrence.com/

What makes the Managed Account plan different at CJL? A tailored fit to your goals! ✔️

With a Managed Account plan, our portfolio managers construct client-specific accounts and serve as single investment advisors to high-net-worth clients.

Get a financial plan crafted to your goals. Contact our advisors today! https://cjlawrence.com/

Check out Terry Gardner's recent video, where he discusses C.J. Lawrence's Innovation at a Reasonable Price (IRP) investment strategy!

Here, Terry gives insight on why IRP is always in favor. What do you think about this concept?

Innovation at a Reasonable Price Investing Is Always In Favor, Terry Gardner, C.J. Lawrence 3.8.23 In this video, Terry Gardner discusses CJL’s Innovation at a Reasonable Price investment strategy. Terry contends that IRP is always in favor and that today...

What better time is there for an annual financial check-up as we enter a new year? 🔍

We continually evaluate global markets, seeking the most promising opportunities for our clients.

Schedule a consult with our team today to stay on track. https://cjlawrence.com/

It's been quite a year! Don't miss Bernhard Koepp's comprehensive 2023 market recap and 2024 financial outlook.

2023 Market Recap and Outlook In this video, Bernhard Koepp gives a market recap of 2023 and a short outlook for 2024. C.J. Lawrence is a New York based investment adviser providing plat...

Want smooth sailing towards your financial goals in 2024? ⛵️💰

Get a consult with our team today! https://cjlawrence.com/

Happy New Year from the team at C.J. Lawrence! We hope 2024 brings health, happiness, and prosperity. 🎉✨

What sets us apart from the rest?

Our portfolio managers construct client-specific separately managed accounts and serve as single investment advisors for high-net-worth individuals. Accounts can be structured to suit estate planning needs and provide maximum transparency. Our typical account relationship size is $1-10 million.

For account minimums and pricing, please see our ADV. https://cjlawrence.com/