by Kevin Gormley | Apr 12, 2018 | Charlie, Education, Kevin, Pilots, Video
When markets are volatile it can be hard to maintain your investing discipline and stick to your game plan. Believe it or not, markets may be returning to the norm; 2017 was one of the least volatile years in the history of the stock market. Trying to...
by Charlie Mattingly | Mar 7, 2018 | Charlie, Education, Pilots, Retirement Mistakes, Video
Today we discuss the monetary and emotional impact of not having a financial plan for retirement. Identifying your goals and priorities (for your current life AND future retirement) affords you a clear path to follow and prepares you to handle those curve balls that...
by Charlie Mattingly | Mar 1, 2018 | Charlie, Education, Kevin, Pilots, Video
We recorded our Cyber Security webinar for those of you who weren’t able to attend and for those who want to review the information again. Leading Edge teamed up with the information security experts at CyberDx to discuss how to keep your online financial data...
by Charlie Mattingly | Feb 8, 2018 | Charlie, Education, Kevin, Pilots, Uncategorized
UPDATE: To watch a recording of our Cyber Security Webinar CLICK HERE Join us for our LIVE webinar on February 15, 2018 at 1pm EST. Leading Edge has teamed up with the information security experts at CyberDx to discuss how to keep your online financial...
by Kevin Gormley | Jan 25, 2018 | Charlie, Education, Kevin, Retirement Mistakes
We are nearing the end of our series on Top Ten Retirement mistakes. Today Kevin and Charlie discuss Mistake #2: taking advice from a salesperson rather than a fiduciary. Financial advice comes in all forms but the only type of professional who is required by law to...
by Kevin Gormley | Dec 20, 2017 | Charlie, Education, Kevin, Pilots
As we near the end of another year it is always wise to review your financial situation. LEFP has created a checklist to help you evaluate your progress, maximize opportunities and prepare you for the upcoming tax reform changes. We will walk you through a review of...
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