Q1 2024 Outlook
January 2024 Issue #1 Buckle up for an invigorating election season. THE BIG 3 __ Growth Slowing At the very least, we expect growth to...
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Alex Leonida, CFP®, CIMA®
Mar 13, 20233 min
Just Wing It!
It is a best practice for bank treasury teams to hedge interest rate risk and diversify across the yield curve. Or you could just wing...
136 views
Alex Leonida, CFP®, CIMA®
Oct 14, 20223 min
Same Same, But Different, But Still the Same
At this point, it has become evident that there is nowhere to hide in the market. More specifically, every major asset class is down on...
132 views
Alex Leonida, CFP®, CIMA®
Mar 14, 20223 min
The World is Scary: War and Inflation
I 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
82 views
Cole Leonida, CFP®
Jul 29, 202010 min
Is 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.
233 views
Cole Leonida, CFP®
Jun 10, 20208 min
Budgeting - #CFG-U
In order to reach long-term goals like retirement, short-term actionable steps need to be set. Here are three steps to begin...
93 views
Alex Leonida, CFP®, CIMA®
May 21, 20203 min
Crazy Pills
Philosophically speaking, this country is about as divided as I’ve seen it. This sentiment has been echoed by almost everyone.
144 views
Cole Leonida, CFP®
May 14, 20204 min
IRA - SEP and SIMPLE #CFG-U
This post will focus on SEP and SIMPLE IRAs because they are both designed for small businesses or the self-employed.
80 views
Cole Leonida, CFP®
May 8, 20207 min
IRA - Traditional and Roth #CFG-U
IRA stands for Individual Retirement Account. You may be curious which one may be best for you right now.
101 views
Alex Leonida, CFP®, CIMA®
Mar 30, 20204 min
Whipsaw
Over the last month(ish), the price action we have seen in ALL markets has been unprecedented in modern times.
46 views
Alex Leonida, CFP®, CIMA®
Mar 23, 20203 min
Nobody In The Streets
I 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.
24 views
Alex Leonida, CFP®, CIMA®
Mar 9, 20204 min
Blood In The Streets
Baron 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.”
21 views
Alex Leonida, CFP®, CIMA®
Feb 28, 20203 min
Coronavirus - Market Ramifications
I think it goes without saying, this has been a turbulent week for global markets.
15 views
Alex Leonida, CFP®, CIMA®
Mar 12, 20197 min
Diversification
Diversification can be just like your Step Brother – sometimes you love him and want to do karate in the garage, and sometimes you hate him.
65 views
Alex Leonida, CFP®, CIMA®
Jan 30, 20194 min