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.
In the midst of the coronavirus pandemic, I decided to write a book about charitable giving. As I’ve watched people everywhere respond to the global call to help others, two things have become glaringly clear to me. First, that i...
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 ...
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...
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...
Changes to Retirement Accounts Adding Flexibility for Investors
Today President Trump signed into law a new bill that provides over $2 Trillion dollars of stimulus to the United States economy and provides some important flexibility for investors.
Unique Changes to Retirement Account Rules...
Crises occur. Sometimes they are predictable due to a buildup of excesses (e.g., The Tech Bubble circa 2000 and the Global Financial Crisis circa 2007-2009), and sometimes they occur due to unforeseen and unpredictable events. T...
If you are an investor, the current market volatility is certainly front of mind. Today we share a Morningstar® graph illustrating the amazing recovery of the U.S. Markets after past financial crises.
U.S. Market Recovery A...
You may be asking yourself how do I weather the storm we are in today? Our answer is simple. Stay calm and invest wisely. With the equity markets having their biggest one-day decline since 1987, we wanted to give you an update on...
With all of the angst appearing in the financial markets, the Coronavirus (COVID-19) has finally made its mark in history as probably one of the most talked about subjects on social media.
We have read quite a bit about the...
Contagion: Should the Coronavirus Give Investors Pause?
As the market attempts to sustain the fever pitch of 2019 into the new year, a deadly epidemic has struck across the globe threatening to put a halt to the seemingly secular growth we have become accustomed to in the United...
