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
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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May 2020 Newsletter
May 31, 2020
“Is my advisor truly acting in my best interest?”
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...
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Transitions: Death, grief, and the...
May 11, 2020
Compassion and dignity during loss
As all of us continue to struggle though this highly unusual time in history, it seems that death—the possibility of it for ourselves, those we love, and people around the globe—is more present than ever. Every day we are bom...
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April 2020 Newsletter
April 30, 2020
Rescuing At-Risk Charities
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...
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Stock Performance After Recessions
April 23, 2020
Is There Light at the End of the Tunnel?
Early economic data illustrates that the U.S. economy is already in recession, and this data point is echoed by market consensus.  There are many predictions as to the "letter shape" of this recession (V-shaped, U-shaped, ...
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The Importance of Staying Invested
April 7, 2020
Hindsight is 20/20. Looking forward is tough.
It's only natural to feel that it would be smart to sell and avoid drawdowns, maybe wait for the dust to settle, and then get back into equities when the skies clear.  Even when hindsight convinces investors that they knew what ...
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March 2020 Newsletter
April 1, 2020
How A Balanced Portfolio Protects From Downside Risk
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...
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