Latest posts four columns

The markets are reaching new highs, and interest rate cuts seem imminent. The political volume is 11/10, which might surprise our summer interns who expect the phones to light up with client inquiries. Spoiler alert – at LeConte, they don’t. When we apply the four core aspects of Purpose Built Planning to a client’s dreams,...

I consider myself someone who stays current with modern technology and new ways of doing things. However, sometimes these changes aren’t always beneficial for the end user. One of my biggest gripes as a consumer is self-checkout lanes. Many major retailers have adopted this self-service model for their checkout process. When I only have a...

A few weeks ago, I hopped on a call with my independent insurance agent as my auto policy was up for renewal. I expected a rate increase due to a fender bender in our household earlier this year, but I was still surprised when I saw the 36% hike in our auto policy renewal. I...

In April 1775, the first shots of the American Revolutionary War were fired at Lexington and Concord, marking the beginning of a taxing journey toward independence. This pivotal moment in history not only laid the foundation for the birth of a nation but also offers timeless lessons for those seeking financial independence, particularly those who...

Ensuring that your financial and personal assets are properly allocated after your passing is a crucial part of estate planning. One of the simplest yet often overlooked steps in this process is updating your beneficiaries. This seemingly small task can have significant implications for your loved ones and the distribution of your assets. Here’s why...

June 20th, as the North Pole tilts 23.44 degrees towards the sun, will mark the 2024 Summer Solstice. The longest day of the year and the shortest night of 2024 in the northern hemisphere happen when the sun sits directly over the Tropic of Cancer. Pagan folklore leads some to wear protective herb garlands to...

Have you ever completed a task and then asked yourself, “Why did it take me so long?” None of us are immune to procrastinating on difficult, unenjoyable, or time-consuming tasks. However, the impact of this procrastination can often be costly. Even financial advisors can let personal money-related items slip. It’s akin to the old saying,...

Restricted Stock Units (RSUs) are a popular form of employee compensation, especially in high-growth industries like tech. RSUs offer employees a stake in the company without requiring an upfront investment. However, to truly benefit from RSUs, it’s crucial to understand how they work, how to manage them, and the tax implications they carry. With the...

Happy Graduation! Whether it’s preschool, high school or college, graduation season is in full swing. There are mortarboards flying through the air and many commencement addresses are subjecting students to many motivational slogans on how to seize the day, make a difference, and change the world.    I came across a Your Life in Weeks...

You have probably heard a version of this popular trading aphorism. The verbose version that I learned is “Sell in May, don’t come back til Labor Day.” Like most popular proverbs, this one was rooted in historical logic from the Stock Trader’s Almanac. The problem is that today’s investors don’t remember that the affirming data...

As we roll out of tax season, I always take a few moments to reflect on the questions and concerns that clients express during the tax preparation process. One of the most common questions is “how have taxes changed?” For 2023, the response was for the most part a simple answer of nothing has really...

In 1974, the boxing world witnessed a legendary match between George Foreman and Muhammad Ali, known as the “Rumble in the Jungle.” Ali, stripped of his heavyweight title for opposing the Vietnam War draft years earlier, sought to reclaim his glory against Foreman, the undefeated champion. Concurrently, the financial industry experienced a significant shift with...