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Investor Education

Don’t spend a lot, to save a little on taxes!

by leadingedgedev

Jun 16, 2021

Taxes are a very emotional issue, and this can affect our behaviors. Sometimes we let our emotions make decisions for us, such as the example where I’m not going to pay taxes no matter what or as little as possible no matter what. Just be aware that even though its painful, sometimes it might be smarter to just pay that tax.

The Fiduciary.

by leadingedgedev

Mar 18, 2021

A fiduciary is someone who acts on behalf of another person and has a fundamental obligation to put their clients’ interests ahead of their own, with a duty of undivided loyalty and utmost good faith. Fiduciaries are bound both legally and ethically to act in the client’s best interests. 

“The Envious Investor”

by leadingedgedev

Mar 12, 2021

    “My neighbor invested all of his portfolio in TESLA and now I’m envious!  It feels like I’ve FOREVER missed out.  And I might have less money in retirement because I missed the hot stock, ETF, Mutual Fund, etc.?”    “As an investor, you get something out of all the deadly sins—except for envy. Being envious of […]

End of Year Checklist 2020!

by leadingedgedev

Dec 23, 2020

As we near the end of another year it is always wise to review your financial situation – especially after a year like 2020! Leading Edge has created a checklist to help you evaluate your progress, maximize opportunities, and set goals for 2021.

What Lies Ahead? The Top Ten Investing Principles for Getting Through the Next Market Downturn, Pandemic, Recession, etc.

by leadingedgedev

Dec 18, 2020

Not even Hollywood writers could have created a story like we lived out in 2020. Charlie Mattingly and one of Leading Edge’s newest advisors, Rob Eklund, discuss what this year has taught us, how to better prepare in the future, and thoughts about the markets and economy going forward.

Trust Your Instruments, Not Your Gut, When it Comes to Flying AND Investing!

by leadingedgedev

Dec 9, 2020

So, it’s a dark night and the weather is terrible. What are the instruments you trust? What is your primary and backup instrument? Here are five instruments that I think can save your investments as well as your financial sanity during uncertain times…

Retirement: Everything is Different Now!

by leadingedgedev

Oct 31, 2020

You may be the type of person that enjoys managing your own investments. And there’s nothing wrong with that. However, as you approach or are in retirement things can be very different.

Luck and Airline Pilot Retirement

by leadingedgedev

Jul 22, 2020

Luck and Airline Pilot RetirementHow much does luck have to do with building a successful retirement nest egg?  Consider what would happen if immediately following your retirement there is a recession.  Talk about bad luck!  Unless… you planned for it.  At Leading Edge we plan under the assumption that a recession may happen at the […]

Southwest Airlines Voluntary Pilot Reduction Options: VSP and ExTO

by leadingedgedev

Jun 10, 2020

 Southwest Airlines, in an effort to reduce its workforce, has just offered pilots Voluntary Separation Pay (VSP) and Extended Emergency Time Off (ExTO). Both are generous packages (in our opinion) and an excellent option for some pilots. How do you know if it’s right for you? In this video, Kevin & Charlie discuss what is […]
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