February 2021 Newsletter
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 ...
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...
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...