Insights
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.
Archived Articles
June 2020 Newsletter
June 29, 2020
We rise by lifting others
It is said that we rise by lifting others. That adage is never truer than in times of crisis. Before I joined Leisure Capital just over five years ago, I spent 17 years of my career learning about finance and customer service...
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May 2020 Newsletter
May 31, 2020
“Is my advisor truly acting in my best interest?”
The language of money is ripe with terms that are foreign to many investors. As an investment advisor, I spend my days literally swimming in financial jargon. Words like derivatives, wrappers, EBITDA, yields, and value-oriented...
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April 2020 Newsletter
April 30, 2020
Rescuing At-Risk Charities
The CARES Act can boost your giving power The coronavirus has been devastating for individuals, businesses, and communities the world over. And yet one shining light throughout the pandemic has been the outpouring of love and...
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March 2020 Newsletter
April 1, 2020
How A Balanced Portfolio Protects From Downside Risk
It’s stunning how quickly everything has changed in the past few weeks. As the coronavirus outbreak has continued to spread, so have local mandates to stay at home, which has put a strain on all of us. One thing that fascinates m...
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February 2020 Newsletter
February 28, 2020
The Upside to a Down Market: Tax-Loss Harvesting
There are two things on many investors’ minds at the moment: the looming tax deadline, and the current state of the stock market. Neither can be avoided. (I sometimes wonder if the old saying should be revised to, “Nothing is cer...
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January 2020 Newsletter
January 31, 2020
Contagion: Should the Coronavirus Give Investors Pause?
As the market attempts to sustain the fever pitch of 2019 into the new year, a deadly epidemic has struck across the globe threatening to put a halt to the seemingly secular growth we have become accustomed to in the United...
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December 2019 Newsletter
December 23, 2019
Feeling SECURE in Retirement
In the midst of all the impeachment news Congress and the White House have passed and signed a year-end government spending bill that has some significant changes for retirement savings.  This legislation is named the SECURE Act ...
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November 2019 Newsletter
November 27, 2019
Thanksgiving
It’s that time of year again when we ponder what we are thankful for.   This year we are thankful for our clients.  So many of you have dedicated your lives to doing good and giving back to society.  One of our clients formed a ch...
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October 2019 Newsletter
October 31, 2019
Year End Charitable Giving
Every year, around the holidays, we get questions on how to lower tax bills and charitable giving always comes to the forefront of the conversation. How fitting that a gift can both be rewarding to the recipient, but reciprocal...
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September 2019 Newsletter
October 8, 2019
Words To Live By
We are often asked to spend time with client's children to talk about how to go about saving and investing for the future. It can be a challenging exercise because investing can be quite complex, yet our goal is to make it simple...
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