by Kevin Gormley | Apr 30, 2020 | Charlie, Education, Kevin, Video
The coronavirus has wreaked havoc on our financial markets. Now that we are settling into the chaos many economists are starting to predict what shape the recovery might look like; V, U, W, L, etc. What do those letters mean? And does it even matter HOW the...
by Charlie Mattingly | Apr 23, 2020 | Charlie, Education, Kevin
Last week Charlie shared 3 things he thinks all investors should consider in a down market. Today he is offering an expanded explanation on one of them: REBALANCING. WHAT is it? ⇨ ⇨ WHY should you do it? ⇨ ⇨ WHEN should you do it? ...
by Charlie Mattingly | Apr 16, 2020 | Charlie, Education, Kevin
As financial planners, we are always looking for opportunities to make the most of our client’s investments, even during a downturn. Here are THREE THINGS that we think are important opportunities all investors should consider. We can help you determine...
by Charlie Mattingly | Apr 13, 2020 | Charlie, Education, Kevin
The market is down; it’s a great time to invest at a discount. But… you don’t have any extra cash. Are you out of luck? No! There are still easy ways to take advantage of the current low prices. Charlie and Kevin discuss how through methods...
by Charlie Mattingly | Apr 10, 2020 | Charlie, Education, Kevin
We are pleased to announce the newest addition to the Leading Edge Team, Jason Reagan. Jason has joined our team as a Paraplanner and will be working directly with both Kevin & Charlie to support our clients. Jason has a background in engineering, military...
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