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...

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...

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...

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...

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...

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...

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...

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...

“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...

Spencer shares how simple changes to your spending habits can lead to long-term growth of your retirement account.

Spencer Neal is joined by Carleen Birnes of Mantra Fit to talk about building health for immunity & longevity.

The recent actions by the Federal Open Market Committee (FOMC), through emergency rate cuts and various Open Market Operations, will serve as the basis of future research and new economic principles for generations to come. Traditionally, when looking at any market,...

In case you missed it, watch a replay of our recent Webinar where Spencer interviews Dr. Chirag Chaudhari, Chairman of the Department of Emergency Medicine at Baltimore Washington Medical Center.   

Shar hosts Jim Denora, CPA for a conversation about 2019 Tax Filings, automatic extensions and the planning opportunities to consider for 2020.