In the wealth management industry, change has become the norm.  New firms open their doors every day.  Teams at existing firms are shifting faster than ever.  And digitalization and AI are rapidly being used to replace the role of...

When you think about your legacy, you probably think about documents—wills, trusts, beneficiary forms, and all the formal structures designed to carry out your wishes.  And yes, those matter.  But they’re only part of the story...

In today’s market, even experienced investors are asking an increasingly common question: Is the traditional playbook still enough? It’s a fair concern.  For investors focused on preserving wealth, maintaining purchasing powe...

Markets are up.  Markets are down.  Then they’re up again!  Is the pace of this environment driving you nuts? If so, it’s understandable.  No matter how well positioned your portfolio may be to handle market swings, it's easy to ...

As markets digest a steady flow of earnings reports, trade updates, and economic signals, we continue to focus on identifying opportunities while managing risks thoughtfully. At Leisure Capital Management, our priority remains...

When we first shared Our Origin Story back in 2020, we reflected on the volatile environment that shaped our thinking when we founded Leisure Capital Management in 2002. Back then, financial uncertainty was everywhere.  ...

Whether you're already retired or heading in that direction, recent headlines about Social Security can feel alarming.  Long-term solvency is in doubt.  Benefit reductions seem imminent.  And many future retirees are un...

Environmental and social philanthropy has supported meaningful causes for decades, quietly strengthening communities, protecting natural resources, and helping families thrive.  Today, that mission has become more urgent than ...

When I was invited to attend a leadership roundtable for select Schwab advisors in Arizona, I’ll admit I hesitated.  Time is always precious, and I wasn’t sure whether this event would provide enough value to justify the trip.  Ha...

If you’ve been following market news lately, you know it’s been a rollercoaster.  With the new administration’s push for tariffs, retaliatory moves from other nations, and concerns over inflation and recession, investor anxiety is...