by Shar Gogerdchi | Jan 12, 2021 | Blog
As we forge ahead into the new year, the team at Leading Edge Wealth Advisors (LEWA) is poised to continue the efforts that build on the foundations that shape the way we serve our clients. With additional efficiencies provided through technology enhancements and the...
by Spencer Neal | Dec 8, 2020 | Blog
What a year 2020 has been for all of us. I am excited to end this year and move into 2021 just a few weeks from now. What we saw happen in 2020, I never fathomed it could happen, but it did happen! Not that there would never be a 40% drop in the stock market in a 4...
by James Denora | Nov 13, 2020 | Blog
2020 Year End Tax Planning Basics As we approach year-end in what has been a challenging year for financial planning and investing, we would like to present you with some year-end tax planning recommendations. The window of opportunity for many tax-saving moves closes...
by Shar Gogerdchi | Oct 13, 2020 | Blog
Continuing the recent series about monetary easing and fiscal stimulus, let’s now take a closer look at the specific impacts of these policies on the bond market. First, it is important to revisit the investment basics of bonds, as debt instruments, and how they...
by Shar Gogerdchi | Sep 9, 2020 | Blog
In our June 2020 blog, I shared some perspectives on the Federal Reserve’s (the Fed) historic monetary easing in the wake of the COVID-19 pandemic. We are now starting to see some of the effects of those programs, as we await news of additional fiscal stimulus from...
by James Denora | Aug 7, 2020 | Blog
“In the day we sweat it out on the streets of a runaway American dream.” After looking at it languish on my bookshelf for way too long, I recently finished reading “Born To Run”, Bruce Springsteen’s autobiography/memoirs. Bruce grew up about 30 minutes from...