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...

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 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...

As we close out another remarkable year, we’re proud to share that 2024 marks our 23rd year serving you, our LCM client family.  We continue to be honored and humbled by your confidence in our team as we strive to help you reach y...

Year-end tax planning is an essential component of comprehensive financial management.  While many tend to put off this process until December, proactively considering strategies to maximize tax benefits throughout the year can ...

As we close out the summer, investors everywhere—including our team here at LCM—have closely monitored the Federal Reserve's annual conference in Jackson Hole, Wyoming, which wrapped two weeks ago on August 23.  As you may have he...

Perusing the financial news this week, the report on Bank of America’s latest survey caught my eye.  Every year, Bank of America conducts its Private Bank Study of Wealthy Americans to assess investment trends and attitudes among ...

Growing and protecting your wealth is our primary mission at LCM.  And while wise investing is a skill in which we take great pride, with Tax Day just around the corner, we thought it would be the perfect time to share some of ...

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...