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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...
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Alex Leonida, CFP®, CIMA®
- Oct 14, 2022
- 3 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...
128 views
Alex Leonida, CFP®, CIMA®
- Mar 14, 2022
- 3 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
77 views
Cole Leonida, CFP®
- Jul 29, 2020
- 10 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.
229 views
Cole Leonida, CFP®
- Jun 10, 2020
- 8 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...
80 views
Alex Leonida, CFP®, CIMA®
- May 21, 2020
- 3 min
Crazy Pills
Philosophically speaking, this country is about as divided as I’ve seen it. This sentiment has been echoed by almost everyone.
116 views
Cole Leonida, CFP®
- May 14, 2020
- 4 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.
75 views
Cole Leonida, CFP®
- May 8, 2020
- 7 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.
100 views
Alex Leonida, CFP®, CIMA®
- Mar 29, 2020
- 4 min
Whipsaw
Over the last month(ish), the price action we have seen in ALL markets has been unprecedented in modern times.
44 views
Alex Leonida, CFP®, CIMA®
- Mar 22, 2020
- 3 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 8, 2020
- 4 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.”
17 views
Alex Leonida, CFP®, CIMA®
- Feb 28, 2020
- 3 min
Coronavirus - Market Ramifications
I think it goes without saying, this has been a turbulent week for global markets.
13 views
Alex Leonida, CFP®, CIMA®
- Mar 11, 2019
- 7 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.
38 views
Alex Leonida, CFP®, CIMA®
- Jan 30, 2019
- 4 min
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.
11 views
Alex Leonida, CFP®, CIMA®
- Jan 16, 2019
- 6 min
(Un)Following The Herd
Synchronized global recovery? To quote the great American philosopher, Lee Corso, “NOT SO FAST, MY FRIEND!”
70 views
Alex Leonida, CFP®, CIMA®
- Dec 27, 2018
- 3 min
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, 2018
- 5 min
People People
Seriously, investing is easy! Right? Get ready for a truth bomb… MARKETS ARE FICKLE AND DO NOT ALWAYS FOLLOW HISTORICAL NORMS.
14 views
Cole Leonida, CFP®
- Oct 24, 2018
- 4 min
Real Financial Advisors
Nowadays, it seems like everyone that is in the financial services industry stakes claim to being a "financial advisor."
19 views
Alex Leonida, CFP®, CIMA®
- Oct 10, 2018
- 4 min
Oh Behave!
The world is not going to melt down after the upcoming midterm elections.
30 views
Alex Leonida, CFP®, CIMA®
- Sep 12, 2018
- 3 min
It's A Mess
I feel compelled to drop a truth bomb. Ready, here it is: America is absolutely terrible when it comes to saving money!
14 views
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