by James Denora | Apr 18, 2022 | Blog
Recently, clients have asked why we have so much cash in our portfolios. Our portfolios are usually going to be a mixture of stocks, bonds and cash. The more aggressive the portfolio, the greater our allocation to stocks. Until recently, stocks have outperformed both...
by Spencer Neal | Apr 18, 2022 | Blog
The first three months of this year have been volatile for the stock market. Do you remember the game back in the 70’s and early 80’s called Pong? I played it on my Atari. It was so addicting but the whole game was just a ball bouncing back and forth. This is...
by Spencer Neal | Dec 20, 2021 | Blog
It is truly amazing how quickly each year goes by. It feels like we just started 2021 and now it is about to be over. Our whole Leading Edge Wealth Advisors (LEWA) Team would like to wish all of you a very happy and safe holiday season and we look forward to a great...
by Spencer Neal | Nov 29, 2021 | Blog
As we approach year-end, we would like to present you with some year-end tax planning recommendations. The window of opportunity for many tax-saving moves closes on December 31, so itis important to evaluate your tax situation now while there is still time to affect...
by James Denora | Oct 8, 2021 | Blog
Occasionally when I am mindlessly perusing Facebook or other social media, I’ll come across a post stating that this year is the first time in 823 years that there are five Fridays, Saturdays and Sundays in October. Actually, this happens quite often, the last time in...
by Spencer Neal | Oct 8, 2021 | Blog
Many of you probably have the option to utilize a Target Date Fund (TDF) in your company’s 401k plan. Target date funds are mutual funds or exchange-traded funds structured to grow assets in a way that is optimized for a specific time frame. In a 401k plan that time...
