September 2021 Newsletter
September 28, 2021
To serve you best, it takes a village
“It takes a village to raise a child.” It’s an ancient African proverb that still rings true for families everywhere. Here at Leisure Capital Management, we have always thought of ourselves as a family. In our case, that family co...
August 2021 Newsletter
August 25, 2021
Inflation is coming! Should investors be worried?
Do you remember when the Fed was desperately seeking to boost inflation to a ‘healthy norm’ of 2%? Achieving that goal was Janet Yellen’s mission for years. Thanks to a confluence of factors—including money printing, deficit spend...
July 2021 Newsletter
July 30, 2021
Opening doors for the next generation
Summer internships have long been a breeding ground for the next generation of professionals in every field. Here at Leisure Capital, it has become a longstanding tradition for us to invite a few eager students to intern at the...
June 2021 Newsletter
June 28, 2021
Meme Stocks: Wall Street's newest money game
Investors have discovered a new love for playing money games. Introducing ‘meme stocks,’ Wall Street’s latest craze. Born during the pandemic (when everyone, everywhere, was at home searching for something to do other than watch N...
May 2021 Newsletter
May 21, 2021
Rebalancing to keep your portfolio afloat
If you’ve ever tried your hand at using a stand up paddleboard—or SUP—you know how important balance can be. One small shift of your weight in the wrong direction and you’re paddling in the water instead of on it. You also know ho...
April 2021 Newsletter
April 29, 2021
Giving: An Introduction
In the midst of the coronavirus pandemic, I decided to write a book about charitable giving. As I’ve watched people everywhere respond to the global call to help others, two things have become glaringly clear to me. First, that i...
March 2021 Newsletter
March 29, 2021
CFA: a designation that matters
It’s been a wild year for the stock market. Even amid the economic challenges of a global pandemic, equities have performed stunningly well. Over the past 12 months, the global markets have climbed steadily, with the Dow, S&P ...
February 2021 Newsletter
February 25, 2021
Taking a cautious look at annuities
Annuities. Just mentioning the name of this controversial insurance product can raise the temperature in any room. Everyone—financial advisors, financial columnists, and anyone planning for retirement—seems to either love them or ...
January 2021 Newsletter
January 31, 2021
Don't get scammed!
Financial fraud. It’s something no one wants to think about—especially during the pandemic when it feels like we need every ounce of energy just to stay safe and healthy. Unfortunately, scammers seem to be using all of their time ...
December 2020 Newsletter
December 16, 2020
What’s your wealth transfer plan?
The transfer of wealth to the next generation is one of those topics no one likes to talk about. It’s no wonder Estate Planning ranks as one of the least liked topics for our clients. While we all know death is inevitable, p...