Smoothing the Handover
December 16, 2020
What’s your wealth transfer plan?
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...
How We’re Giving in 2020
November 23, 2020
Giving thanks... and giving
"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...
A Friendship that WORKS!
October 30, 2020
Decades in the making, this friendship helps Leisure tick
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 ...
When Strategy Drives Growth
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 ...
Elections & Wall Street
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...
Combating COVID with SWOT
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 ...
We rise by lifting others
June 29, 2020
There’s no place I’d rather be.
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...
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...
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...
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...