The Financial Hurricane

by | Oct 12, 2022 | Blog

2022 has not been a good year for stocks. As I write this, the four major indexes are all down for the year and down a lot. The S&P 500 is down -25%, the Dow -20%, Nasdaq -36% and MSCI All World Ex US is down -29% but even more shocking is the negative performance...

Time to Buy?

by | Jul 15, 2022 | Blog

The second quarter has ended and we are now halfway through 2022.  The stock market has had its worst start since 1970.  I was not even alive in 1970, however, I have been a financial advisor since 1999 and have seen a number of stock market ups and downs including...

Are You losing Sleep Over the Stock Market?

by | 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...

Happy Holiday’s Checklist

by | 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...

2021 Year End Tax Planning Basics

by | 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...