Cheers to 20 years!
October 26, 2022
October marks a milestone
Back in March, we announced that 2022 marked 20 years of impact at Leisure Capital Management. This month makes it official. We opened our doors on October 1, 2002. Since then, we’ve only grown stronger. Our team has tripled from ...
Why Work With a CFA?
March 29, 2021
CFA: a designation that matters
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 ...
To Annuity—or Not?
February 25, 2021
Taking a cautious look at annuities
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 ...
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...