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
The New Fiduciary Rule
July 25, 2024
What changing fiduciary regulations mean for our clients
Amid the wild political news capturing the headlines, you may have missed some recent good news in the advisory world. Back in April, the US Department of Labor announced that it is extending fiduciary protections to include...
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The Alternatives Age Gap
June 21, 2024
Leveraging the power of alternatives across all ages
Perusing the financial news this week, the report on Bank of America’s latest survey caught my eye.  Every year, Bank of America conducts its Private Bank Study of Wealthy Americans to assess investment trends and attitudes among ...
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We made it to the top!
May 21, 2024
LCM ranked among best firms in the country
It’s not easy for us to toot our own horn.  In truth, the recognition we care about most comes from our clients—all of you who place your trust in us every day and who share that trust every time you refer us to your friends and f...
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Bull or Bear?
April 11, 2024
What to expect in Q2
As we head into Q2 2024, many investors continue to set their sights on whether the Fed will finally begin to reduce interest rates to more consumer-friendly levels.  While the Fed’s action does play an important role in the di...
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Tax-wise investing
March 22, 2024
Protecting your wealth all year long
Growing and protecting your wealth is our primary mission at LCM.  And while wise investing is a skill in which we take great pride, with Tax Day just around the corner, we thought it would be the perfect time to share some of ...
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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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