Time to Buy?

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...

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Growth vs Value

When it comes to investing, does one build a personal portfolio slowly, with quality investments that grow steadily over time? Or does one build it quickly with stocks that will grow rapidly as their new products change the world? This is the classic growth versus...

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Stagflation Economics

Interest rate and bond market dynamics have been the focus of several of my posts over the years.  I write to you this month to share some additional perspectives on what has happened recently that may lead to a “Stagflation” scenario for the economy. Stagflation,...

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Cash Is King

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...

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Are You losing Sleep Over the Stock Market?

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...

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Happy Holiday’s Checklist

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...

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2021 Year End Tax Planning Basics

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...

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Fun With Numbers

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...

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Using a Target Date Fund in Your 401K Plan?

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...

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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...

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A Random Walk

A friend of mine who was a charter fishing boat captain used to write an article in his local monthly fishing magazine. One month his article was based on the randomness of catching fish. What day one chose to fish. Which route the captain chose to follow. Which way...

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The World is Under Cyberattack

We have all heard of cyberattacks, whether it is the recent Colonial Pipeline Ransomware, stolen identity, or cyber scams.  For those that have been involved in a cyberattack, it is unsettling at the very least, and can be costly to fix.  Not to mention the time you...

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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...

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Stimulus – Round Three

On March 11, 2021 President Biden signed into law The American Rescue Plan Act of 2021. It provides a third rounds of stimulus payments and other tax advantages to eligible individuals and families. Let’s discuss some of the highlights that will affect significant...

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One recent phenomenon has been the trading in the stock Game Stop, a brick-and-mortar retailer that sells video games and equipment. As I am writing this, the stock has returned almost 200% in 2021, however, it has also declined 72% in the past five days. Over the...

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