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
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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The Coronavirus Stimulus Package
March 27, 2020
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...
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Update on COVID-19
March 13, 2020
March 12, 2020
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...
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Risk Aversion – Is It a Fad...
February 27, 2020
The Spreading Concerns from the Coronavirus
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...
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