LourdMurray

08/25/2026

Congratulations to Shaan Baren on being named to the 2026 AdvisorHub 250 Advisors to Watch list.

This recognition reflects Shaan's continued dedication to serving clients with thoughtful financial guidance and a disciplined approach to wealth management. We’re proud to celebrate this professional milestone and look forward to his continued contributions to our team and the clients we serve.

Please join us in congratulating Shaan!

08/06/2026

Advisor Spotlight: Dimitry Prophete

From the football field to financial planning, Dimitry has always believed that success starts with preparation, discipline, and a long-term perspective.

As a former collegiate football player, Dimitry understands the value of building a strong game plan. Today, he brings that same mindset to helping individuals and families navigate important financial decisions through investment management, tax planning, and estate planning strategies tailored to their unique goals.

Whether clients are planning for retirement, preserving wealth, or preparing for future generations, Dimitry is committed to providing thoughtful guidance and helping them make informed decisions every step of the way.

To learn more about Dimitry, visit https://lourdmurray.com/dimitry-prophete.html

01/01/2026

As we welcome the New Year, we’re reminded that time is one of our most valuable resources—and we’re grateful you choose to spend it with us.

✨ Here’s to making the most of every moment in the year ahead, with continued growth, meaningful progress, and shared success.

Wishing you a happy, healthy, and prosperous New Year!

12/22/2025

As we celebrate the holiday season, please note our adjusted office schedule for the week of December 22:

🎄 Tuesday, December 24: Offices will close at noon
🎁 Wednesday, December 25: Offices are closed
⭐ Thursday, December 26: Normal business hours resume

We hope you enjoy a warm and restful holiday. Thank you for your continued trust and partnership.

11/17/2025

Truth, Honor, Transparency. How Blaine Lourd Redefined Wealth Management
A journey defined by values, not success.

Blaine Lourd, Founder & Chief Executive of LourdMurray in Los Angeles, dreamed of joining the oil business alongside his father and was inspired by a stockbroker's success in Houston. Observing the cutthroat nature of Wall Street, he decided to resign and establish Lourd Capital, later becoming LourdMurray, driven by a belief in transparency and truth in financial dealings. Blaine focuses on understanding his clients' aspirations and creating simple, tailored financial plans that help to build his clients' legacies. Emphasizing calmness and honesty, he aims to guide clients through their investment journeys, reflecting his grandfather's teachings about honor.

To learn more about Blaine and the LourdMurray team, visit lourdmurray.com.

09/23/2025

The OBBBA is reshaping QSBS planning. For stock acquired after July 4, 2025, the 100% gain exclusion remains for 5+ year holdings, but the per-issuer cap jumps to $15M and the gross asset test rises to $75M. With a broader pool of eligible investments, now is the time to reassess entity choice and explore trust-owned structures to “stack” exclusions and multiply tax-free gains.

Want the details? Our latest white paper breaks down what the OBBBA means for your portfolio—get informed so you can act with confidence.

The One Big Beautiful Bill Act (OBBBA) of July 2025 offers strategic tax and investment opportunities for high-net-worth individuals.

09/11/2025

As the landscape of real estate and Qualified Opportunity Zone investing evolves, the OBBBA introduces powerful new incentives for discerning investors. While bonus depreciation and expanded deductibility rules may fly under the radar, these changes can provide increased flexibility and strategic planning opportunities for high-net-worth individuals. Now is an ideal time to review your current holdings and estate plans to ensure alignment with the latest tax reforms. Proactive planning today could be the key to maximizing future growth and certainty, especially as the rules shift in 2025 and beyond.

Explore deeper insights: Unlock the full potential of these legislative changes by reading our latest white paper—your next strategic decision could be just a page away.

The One Big Beautiful Bill Act (OBBBA) of July 2025 offers strategic tax and investment opportunities for high-net-worth individuals.

09/10/2025

We are thrilled to share that Shaan Baren has been named by Forbes as a Best-in-State Next-Gen Wealth Advisor! This prestigious recognition is a testament to Shaan's unwavering commitment to our clients.

At LourdMurray, we take immense pride in our team's accomplishments, and Shaan's industry recognition is a shining example of the exceptional talent and hard work that defines our practice. We are proud to have Shaan as part of the LourdMurray family and look forward to his continued success and contributions to our clients' financial well-being.

Please join us in congratulating Shaan on this well-deserved honor!