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
Alternative Investments
February 16, 2024
Our new eBook offers info and insights
Curious about alternative investments? You’re not alone. Long touted for their ability to increase diversification in investment portfolios, alternative investments are also known for helping to reduce risk amid volatile markets, ...
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A year of surprises &...
January 24, 2024
2023 market review and outlook
At the start of each new year, it’s always wise to look in the rearview mirror to understand how we got where we are today and, importantly, where the economy, markets, and all things financial may be headed in the coming year. C...
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Oh, what a year!
December 11, 2023
So much to share from an eventful year
  As 2023 comes to a close, we are incredibly grateful for the passing year! In addition to welcoming so many to our ever-growing client family, we have many reasons to celebrate the last 12 months. Here are the...
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Spreading Gratitude
November 16, 2023
For our family of clients, it will come as no surprise that giving is in our DNA here at Leisure Capital. ‘Giving purposefully’ is a key component of our mission statement, which includes assisting our clients achieve their own ph...
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The ‘home’ where I belong
November 3, 2023
Introducing the newest member of our team
As the LCM client family continues to grow and thrive, we are thrilled to be growing our team to deliver top service to everyone we serve. Today, we are equally thrilled to announce our newest team member, Eric Shute. If you’ve y...
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Market Update Q3 2023
September 29, 2023
When will good news be good news?
With the school year well under way, it seems like an appropriate time to do some academic thinking about the current market, the economy, and how it impacts our strategies at LCM—and the strength of your portfolio. Though you’ve ...
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America’s Top RIAs
August 22, 2023
We thank our clients for our organic growth
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...
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Beware the art of persuasion
July 14, 2023
Volume [down]
Love it or hate it, we live in an information society. From a financial perspective, this reality has some clear pros and cons. On the plus side, every one of us has the option to access and manage our financial accounts any...
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Boost the Impact of Charitable...
June 26, 2023
For years, charitable giving has been one of my personal passions. I currently serve as a board member for and advise numerous private family foundations, and I have served as Chairman of the Board for a local community...
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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...
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