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Investor Education

Why Not Buy Individual Stocks?

by leadingedgedev

Jun 10, 2020

So, you want to be a stock picker? This video may make you think twice. There are stories of someone getting lucky with a homerun stock return but it’s rare.  (More than 50% of stocks do not beat their market). Kevin explains why it’s so difficult to successfully invest in individual stocks and the effect […]

Warren Buffet Hates Airlines… So What?!

by leadingedgedev

May 26, 2020

Berkshire Hathaway recently sold its entire stake in Delta, Southwest, American, and United Airlines and stock prices fell after the announcement.  What is interesting is all but one out of the four of the airline’s stock prices have gone higher since the low on May 4th when Warren Buffett’s sale was made public.Stock pricing adjusts […]

Don’t Abandon Your Financial Plan in Response to Headlines – This is Why

by leadingedgedev

May 7, 2020

It’s tempting to abandon your financial plan when the world is experiencing unprecedented circumstances.  Although the pandemic is new and scary, don’t let the headlines play on your fears and knock you off your path.     History shows that recessions and recoveries are filled with short term spikes and falls. These short term events […]

The Shape of Economic Recovery

by leadingedgedev

Apr 30, 2020

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 economy recovers, as long as it DOES indeed […]

5 Things You Can Do to Prepare for This Bear Market

by leadingedgedev

Mar 12, 2020

Who could have imagined we would start with the spread of a virus, add in some political election turmoil, and now we have an OPEC price war.  Wow!Although we can’t control viruses and oil price wars, there are many things we CAN do to prepare for this bear market or recession.  Here are five things to […]

How will the coronavirus affect my investment portfolio?

by leadingedgedev

Feb 18, 2020

The question everybody seems to be asking these days is: How will the coronavirus (now officially named COVID-19 by the World Health Organization) affect my investment portfolio? Of course, the unsatisfying answer is: we honestly have no idea.  You can count the unknowns.  The virus is now up to more than 73,332* cases and almost 1,870* fatalities—and counting.  But nobody […]

When Should an Airline Pilot Begin Taking Social Security?

by leadingedgedev

Feb 12, 2020

As an airline pilot, you may be eligible to start drawing your Social Security as soon as you retire from the airlines, but should you? As with so many things in finance, it depends. Optimizing your social security benefit is complicated and it can be confusing trying to grasp all of the moving parts. Plus, […]

Mandatory Pilot Retirement Age Coming Fast? Get a Plan from a Pilot Specialist

by leadingedgedev

Jan 29, 2020

Whether retirement is 5 years away or 15, it’s time to plan NOW.Are you nearing the end of your aviation career? You may not be ready to take off your epaulettes quite so soon, but the FAA currently mandates all airline pilots retire at the age of 65. Are you financially ready to make the […]

2019 Year-End Investment Report

by leadingedgedev

Jan 22, 2020

We have just completed the final quarter, not only of the year, but also the decade, so it’s as good a time as any to reflect back on the market behavior for the past year, and also for the past 10 years. The short version is that we have experienced a bull market for the […]
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