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Recession Preparedness – 3 Things NOT To Do!

Recession Preparedness – 3 Things NOT To Do!

We don’t know when the next economic recession will come, but we are confident it WILL happen, sooner or later. Have you tested your financial plan to see if you are ready? Just as military and airline pilots routinely train to be prepared for emergency situations, we take a similar approach to ensure our clients are ready for the next downturn.

2018 Second Quarter Review by Kevin Gormley (VIDEO)

2018 Second Quarter Review by Kevin Gormley (VIDEO)

2nd Quarter Market numbers paint an interesting picture of the varied market reactions to interest rates, currency and policy changes. Different asset classes (investments) had very different returns. Small and large companies didn’t move together with small companies having higher returns. After multiple positive quarters, foreign developed and emerging markets underperformed across the board probably due to the strength of the US dollar. Finally, as bad as the returns were in Q1 for REITs (Real Estate Investment Trusts) that asset class had fantastic returns in Q2- proving that patience and discipline may be rewarded.

High income Series:  How to Go From High Income to High Wealth (VIDEO 1)

High income Series: How to Go From High Income to High Wealth (VIDEO 1)

There is a misconception that earning a high income equates to being “rich”. However, as you may be painfully aware, wealth does not come automatically. Building wealth takes discipline and an intentional investment strategy. Many factors come into play: cost of living, lifestyle creep, current taxation, diversification of assets and having your financial affairs in order.

Southwest Airlines Profit Sharing – Explained

Southwest Airlines Profit Sharing – Explained

Southwest Airlines distributes their annual Profit Sharing on March 15th. Do you understand how those monies are paid out?

There is a widespread misperception that all of the profit sharing money is paid directly to you. In fact, profit sharing is distributed based on a number of factors: current year 401k contributions, income in excess of $270,000 (for 2017) as well as elections you selected in October 2017. Here is a quick breakdown of things you need to know.

Cyber Security Webinar (Recording of Live Event)

Cyber Security Webinar (Recording of Live Event)

We recorded our Cyber Security webinar for those of you who weren’t able to attend and/or 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 secure and prevent identity theft. Topics covered include: Basic Computer Security Practices, Phishing, Viruses/Malware and a Q & A segment. This is a recording of the live webinar we hosted on February 15, 2018.