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Investor Education

How Financial Markets are Affected in Election Years

by leadingedgedev

Jan 18, 2020

You can’t help but notice it’s an election year, and often an election year comes with serious concern that the financial markets will go haywire. So, is this worry justified?In this video, Kevin summarizes the data of the last 90 years to uncover how the financial markets were affected during each presidential election year as […]

How Financial Markets are Affected in Election Years

by leadingedgedev

Dec 29, 2019

We have all heard the stories about the lottery winner who lost it all. How can this possibly happen? In this video, Kevin dives into the reasons that some lottery winners don’t succeed financially. He shares the financial lessons learned from these scenarios and explains how high-income families can apply those lessons to their lives to […]

Major Changes Coming to Retirement Savings Laws (SECURE Act 2019)

by leadingedgedev

Dec 23, 2019

This past Friday the SECURE Act of 2019 passed. The act was a bipartisan effort to help Americans be better prepared for retirement. The title is an acronym: Setting Every Community Up for Retirement Enhancement and the act puts the responsibility on individuals to make plans to finance their retirement. The act contains 29 separate provisions, but we are going to […]

Increase in Retirement Plan Contribution Limits for 2020

by leadingedgedev

Dec 14, 2019

 ’Tis the season for the U.S. Internal Revenue Service to make its annual inflation adjustments to a variety of tax rates and limits, including higher estate and gift tax limits for 2020.  In the coming year, individuals will be able to gift or exclude from federal estate taxes a total of $11.58 million—up from $11.4 […]

The Next U.S. Recession

by leadingedgedev

Dec 5, 2019

Bloomberg recently published its recession probability model. The model states that as of November 2019, the chance of a recession in the next 12 months is 26%. That sounds okay but what about this? The chances of NOT having a recession are 74%. Now that’s a pretty great number! But is this predictive model a […]

No Regrets: Plan for Tomorrow so you can Live in the Moment TODAY

by leadingedgedev

Nov 25, 2019

In the last few days I learned about three fellow pilots that have lost or are losing their battles with cancer.A good friend of mine from the Air Force will be put on hospice care soon to make his last days here on earth as comfortable as possible.  His doctors recently determined he cannot handle […]

The Strategy Is In the Long Game – 2019 3rd Quarter Financial Review

by leadingedgedev

Nov 7, 2019

Investing is not golf. You don’t win with your short game. The 3rd quarter of 2019 reminded us that investing requires a long game approach. Short term investors didn’t see great returns in the 3rd quarter; it was an unexciting period of time.In his quarterly review, Kevin goes over the numbers, touches on some unexpected […]

Post-Death Planning

by leadingedgedev

Oct 26, 2019

Last week was National Estate Planning Awareness Week.  We are sharing a few articles on how to make sure your estate is in order.  Read on…Post-Death PlanningHave you ever wondered what happens to your unpaid bills after you die? You might be surprised to know that it depends on what kind of debt is still […]
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