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
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 ...
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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 ...
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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 ...
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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...
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November 2020 Newsletter
November 23, 2020
Giving thanks... and giving
    "When we give cheerfully and accept gratefully, everyone is blessed."  — Maya Angelou   It’s been a tough year. That’s putting it mildly. Though while there have been many challenges that have come with th...
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October 2020 Newsletter
October 30, 2020
Decades in the making, this friendship helps Leisure tick
      When Marr wrote about the origins of our firm at the start of 2020 (back when we naively thought we were embarking on a ‘normal’ year), he talked about the synergy he had with the original partners of the firm, Ray and ...
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September 2020 Newsletter
September 28, 2020
Announcing a new silver lining for 2020
If there’s one thing 2020 has proven to us all, it’s that life can be full of surprises. In the face of the pandemic, most of those surprises have been unwelcome. Yet through it all, I see people everywhere finding silver linings ...
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August 2020 Newsletter
August 27, 2020
Elections & Wall Street
How presidential elections impact the stock market As we come into the final stretch of the 2020 election period, there’s one question that seems to be on the mind of every investor: How will the election impact my p...
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July 2020 Newsletter
July 28, 2020
To thrive during lockdown, preparation was our advantage
There can never be enough said about the benefits of being prepared. Every long-term investor knows the value of investing ‘early and often’ to prepare for the future. Anyone who has faced a storm knows to batten down the hatches ...
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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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