Protecting Generational Wealth
April 28, 2023
Money Talk for Families
For anyone who has built a significant level of wealth, now is the time to ask yourself this important question: How long will the wealth I’ve accumulated really last? Assuming you maintain a focus on growing and protecting your a...
We’re making the leap!
April 6, 2023
Moving April 2023
At LCM, we’re proud to say that change comes slowly. That is largely because, from the start, our methodologies, our values, and our team were designed to be consistent. It is this consistency that has earned us the trust of our c...
March 3, 2023
Why we (still) believe in bonds
Bonds have gotten a bad rap lately. It’s understandable. Last year was a terrible year for the bond market, with the Bloomberg U.S. Aggregate Bond Index, the key benchmark for bond returns, posting a painful 13% loss. And while t...
A Perfect Fit
February 2, 2023
In 2022, LCM celebrated 20 years together. We’re proud to say that even after two decades, we are still thriving—and evolving to meet the ever-changing needs of our client family. One recent change that deserves celebration is Ave...
Riding out the turbulence
December 23, 2022
The ‘Santa Claus Rally’ is something investors have learned to hope for every year. As illogical as it sounds, this rally appears in the weeks leading up to December 25, and it often brings a nice bump in gains for the end...
Giving Thanks by Giving
November 22, 2022
At LCM, our mission to ‘invest wisely, live abundantly, and give purposefully’ extends into every aspect of our business and personal lives. We are dedicated philanthropists who strongly believe that it is our responsibility to sh...
Cheers to 20 years!
October 26, 2022
October marks a milestone
Back in March, we announced that 2022 marked 20 years of impact at Leisure Capital Management. This month makes it official. We opened our doors on October 1, 2002. Since then, we’ve only grown stronger. Our team has tripled from ...
Focus on what you can control
September 29, 2022
Consumers and investors tend to abhor recessions and bear markets. The media, on the other hand, almost always adore them. The reason, of course, is ratings. The more dramatic the markets, the more people tend to tune in. During...
IRS Rule Change adds Flexibility...
August 31, 2022
New tax rule helps protect family wealth
There’s no doubt about it: estate planning can be complicated! Even with the guidance of a trusted estate planning attorney and a CPA, tackling all the right things at exactly the right time can be challenging—especially amid the ...
Keep your data safe!
August 2, 2022
Tips and tricks for an ever-evolving cybersecurity threat landscape
Advancements in technology can be wonderful, often making our lives easier in many ways. These days, thanks to smart phones, it’s difficult to remember when meeting a friend for dinner required major coordination and navigation, o...