by Leading Edge Wealth Advisors | Dec 24, 2018 | Blog
Good afternoon, Just wanted to give you all an update to the markets. We wrote this email back on Thursday, December 20th, but had to get it approved prior to sending it. Happy Holidays and Merry Christmas. As we write this email, the stock markets are down again...
by Leading Edge Wealth Advisors | Jun 7, 2017 | Blog
On May 9, 2017, “Captain Gene” of Key West, FL passed away. This is atribute to 35 years of friendship. We met Memorial Day weekend, 1982 in beach house in Delaware. I was invited into the house by some college buddies who were living in the DC area; you...
by Leading Edge Wealth Advisors | Feb 6, 2017 | Fiduciary Standard
Dear Elizabeth Warren One of the changes the new President has implemented is the repeal or delay of the Department of Labor’s Fiduciary Standard for advisors working with retirement accounts. This is a regulation you have been very vocal on, continually espousing...
by Leading Edge Wealth Advisors | Jan 5, 2017 | Financial Education
The words above are attributed to Emil Faber, the fictional founder of the fictional institute of higher learning, Faber College, in the 1970’s movie classic, Animal House. While there may be other lines of the movie that come to mind (“Was it over when the Germans...
by Leading Edge Wealth Advisors | Dec 13, 2016 | Taxes
In our October newsletter, we presented the following year-end tax planning ideas: • Maximize retirement plan contributions • Maximize contributions to College Savings Plans • Maximize contributions to Health Savings Plans • Take all Required Minimum Distributions...