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 read
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...
137 views
Alex Leonida, CFP®, CIMA®
Oct 14, 20223 min read
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...
137 views
Alex Leonida, CFP®, CIMA®
Mar 14, 20223 min read
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 read
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 read
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 read
Crazy Pills
Philosophically speaking, this country is about as divided as I’ve seen it. This sentiment has been echoed by almost everyone.
156 views
Cole Leonida, CFP®
May 14, 20204 min read
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 read
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 29, 20204 min read
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 22, 20203 min read
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 8, 20204 min read
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 read
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 11, 20197 min read
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.
72 views
Alex Leonida, CFP®, CIMA®
Jan 30, 20194 min read
Press '0' For A Representative
The Facebooks, Instagrams, and Twitters of the world are replacing imagination, exploration, and just good ol’ playing in the yard.
14 views
Alex Leonida, CFP®, CIMA®
Jan 16, 20196 min read
(Un)Following The Herd
Synchronized global recovery? To quote the great American philosopher, Lee Corso, “NOT SO FAST, MY FRIEND!”
97 views
Alex Leonida, CFP®, CIMA®
Dec 27, 20183 min read
Trouble With The Curve
Let’s talk about the most exciting topic you could possibly bring up at a dinner party. The YIELD CURVE!
13 views
Alex Leonida, CFP®, CIMA®
Nov 8, 20185 min read
People People
Seriously, investing is easy! Right? Get ready for a truth bomb… MARKETS ARE FICKLE AND DO NOT ALWAYS FOLLOW HISTORICAL NORMS.
18 views
Cole Leonida, CFP®
Oct 24, 20184 min read
Real Financial Advisors
Nowadays, it seems like everyone that is in the financial services industry stakes claim to being a "financial advisor."
22 views
Alex Leonida, CFP®, CIMA®
Oct 10, 20184 min read
Oh Behave!
The world is not going to melt down after the upcoming midterm elections.
37 views
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