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...

    "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...

      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 ...

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 ...

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...

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 ...

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...

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...

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...

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...