Alex Leonida, CFP®, CIMA®Jan 223 minQ1 2024 OutlookJanuary 2024 Issue #1 Buckle up for an invigorating election season. THE BIG 3 __ Growth Slowing At the very least, we expect growth to...
Alex Leonida, CFP®, CIMA®Mar 13, 20233 minJust 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...
Alex Leonida, CFP®, CIMA®Oct 14, 20223 minSame Same, But Different, But Still the SameAt this point, it has become evident that there is nowhere to hide in the market. More specifically, every major asset class is down on...
Alex Leonida, CFP®, CIMA®Mar 14, 20223 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