Our vision of wealth extends far beyond the boundaries of the stock market. Read on to discover our observations, explanations, and experiences in helping individuals, families, and foundations build enduring wealth.
As 2023 comes to a close, we are incredibly grateful for the passing year! In addition to welcoming so many to our ever-growing client family, we have many reasons to celebrate the last 12 months. Here are the...
For our family of clients, it will come as no surprise that giving is in our DNA here at Leisure Capital. ‘Giving purposefully’ is a key component of our mission statement, which includes assisting our clients achieve their own ph...
As the LCM client family continues to grow and thrive, we are thrilled to be growing our team to deliver top service to everyone we serve. Today, we are equally thrilled to announce our newest team member, Eric Shute.
If you’ve y...
With the school year well under way, it seems like an appropriate time to do some academic thinking about the current market, the economy, and how it impacts our strategies at LCM—and the strength of your portfolio. Though you’ve ...
Every year, Financial Advisor magazine ranks the nation’s RIAs (Registered Investment Advisors) according to their assets under management, or AUM. We are proud to have made the list for the first time in our history, leaping i...
Love it or hate it, we live in an information society. From a financial perspective, this reality has some clear pros and cons. On the plus side, every one of us has the option to access and manage our financial accounts any...
For years, charitable giving has been one of my personal passions. I currently serve as a board member for and advise numerous private family foundations, and I have served as Chairman of the Board for a local community...
For anyone who has built a significant level of wealth, now is the time to ask yourself this important question: How long will the wealth I’ve accumulated really last? Assuming you maintain a focus on growing and protecting your a...
At LCM, we’re proud to say that change comes slowly. That is largely because, from the start, our methodologies, our values, and our team were designed to be consistent. It is this consistency that has earned us the trust of our c...
Bonds have gotten a bad rap lately. It’s understandable. Last year was a terrible year for the bond market, with the Bloomberg U.S. Aggregate Bond Index, the key benchmark for bond returns, posting a painful 13% loss. And while t...
