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
November 2021 Newsletter
November 29, 2021
We’re giving on GivingTuesday!
Thanksgiving is a traditional time to both give thanks and to give to others. Building on that sentiment, GivingTuesday was created in 2012 to encourage people to do good and give generously on the Tuesday after Thanksgiving. The ...
Read More
October 2021 Newsletter
October 31, 2021
Honoring Our Heroes
  My family has always been connected to the military. My father served in the Army during the Korean War, and it was during his 19 months of service that he met my mother. After his tour of duty, he remained on base...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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 ...
Read More
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 ...
Read More

Continue the conversation.

Let’s Chat