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.
It’s been a wild year for the stock market. Even amid the economic challenges of a global pandemic, equities have performed stunningly well. Over the past 12 months, the global markets have climbed steadily, with the Dow, S&P ...
Annuities. Just mentioning the name of this controversial insurance product can raise the temperature in any room. Everyone—financial advisors, financial columnists, and anyone planning for retirement—seems to either love them or ...
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 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...
