Your Financial Personality

When it comes to money, we all have a unique perspective that shapes our financial decisions. Many of us are familiar with various finance personalities on TV and radio, like CNBC’s Jim Cramer, Suze Orman, or my favorite Bloomberg’s Tom Keene. And while these...

LEWA Planning 2021 Updates

Earlier in January, I shared some exciting news about various enhancements and changes that clients of Leading Edge would be experiencing this year as we continue to expand our infrastructure, capabilities and service offerings. Some of these changes have now been...

LEWA Planning 2021

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...

Bond Market Views

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...

Inflation or Bust

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...