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    Your Investments Aren’t Always Your Top Priority
    July 18, 2024
    Your Investments Aren’t Always Your Top Priority
    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,...
    The Cost Of Customer Service
    July 11, 2024
    The Cost Of Customer Service
    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 Piece of the Pie
    July 1, 2024
    A Piece of the Pie
    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...
    Declaring Independence
    June 27, 2024
    Declaring Independence
    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...
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