Alex Leonida, CFP®, CIMA®Mar 143 minThe World is Scary: War and InflationI thought it would be important to share with you how we are handling volatility and how we are preparing for what the future may bring
Cole Leonida, CFP®Jul 29, 202010 minIs Permanent Life Insurance A Good Idea?Now let me be abundantly clear, permanent life insurance is not evil and not all life insurance agents have diabolical schemes in mind.
Cole Leonida, CFP®Jun 10, 20208 minBudgeting - #CFG-UIn order to reach long-term goals like retirement, short-term actionable steps need to be set. Here are three steps to begin...
Alex Leonida, CFP®, CIMA®May 21, 20203 minCrazy PillsPhilosophically speaking, this country is about as divided as I’ve seen it. This sentiment has been echoed by almost everyone.
Cole Leonida, CFP®May 14, 20204 minIRA - SEP and SIMPLE #CFG-UThis post will focus on SEP and SIMPLE IRAs because they are both designed for small businesses or the self-employed.
Cole Leonida, CFP®May 8, 20207 minIRA - Traditional and Roth #CFG-UIRA stands for Individual Retirement Account. You may be curious which one may be best for you right now.
Alex Leonida, CFP®, CIMA®Mar 30, 20204 minWhipsawOver the last month(ish), the price action we have seen in ALL markets has been unprecedented in modern times.
Alex Leonida, CFP®, CIMA®Mar 23, 20203 minNobody In The StreetsI would like to take a few minutes of your weekend to share some sobering facts, and more importantly, what we are doing with our strategy.
Alex Leonida, CFP®, CIMA®Mar 9, 20204 minBlood In The StreetsBaron Rothschild, an 18th century Brit once said, “The time to buy is when there’s blood in the streets, even if the blood is your own.”
Alex Leonida, CFP®, CIMA®Feb 28, 20203 minCoronavirus - Market RamificationsI think it goes without saying, this has been a turbulent week for global markets.
Alex Leonida, CFP®, CIMA®Mar 12, 20197 minDiversificationDiversification can be just like your Step Brother – sometimes you love him and want to do karate in the garage, and sometimes you hate him.
Alex Leonida, CFP®, CIMA®Jan 30, 20194 minPress '0' For A RepresentativeThe Facebooks, Instagrams, and Twitters of the world are replacing imagination, exploration, and just good ol’ playing in the yard.
Alex Leonida, CFP®, CIMA®Jan 16, 20196 min(Un)Following The HerdSynchronized global recovery? To quote the great American philosopher, Lee Corso, “NOT SO FAST, MY FRIEND!”
Alex Leonida, CFP®, CIMA®Dec 27, 20183 minTrouble With The CurveLet’s talk about the most exciting topic you could possibly bring up at a dinner party. The YIELD CURVE!
Alex Leonida, CFP®, CIMA®Nov 8, 20185 minPeople PeopleSeriously, investing is easy! Right? Get ready for a truth bomb… MARKETS ARE FICKLE AND DO NOT ALWAYS FOLLOW HISTORICAL NORMS.
Cole Leonida, CFP®Oct 25, 20184 minReal Financial AdvisorsNowadays, it seems like everyone that is in the financial services industry stakes claim to being a "financial advisor."
Alex Leonida, CFP®, CIMA®Oct 11, 20184 minOh Behave!The world is not going to melt down after the upcoming midterm elections.
Alex Leonida, CFP®, CIMA®Sep 13, 20183 minIt's A MessI feel compelled to drop a truth bomb. Ready, here it is: America is absolutely terrible when it comes to saving money!
Alex Leonida, CFP®, CIMA®Aug 15, 20184 minNot Fake NewsPer usual, the world is a mess. At least that is what the media wants you to think.
Alex Leonida, CFP®, CIMA®Aug 6, 20183 minAll The FeelsYounger generations invest with a sense of purpose. They would prefer to invest in industries and companies that align with their values.