by Cole Leonida, Financial Planner | CFP® | CKA® | Jul 27, 2022 | Uncategorized
When people feel rich, they spend more. But the effect doesn’t last. Remember when the government mailed us checks? Or perhaps you recall the day when the direct deposit stimulus payment hit your bank account? COVID was raging, businesses were forced to close their...
by Cole Leonida, Financial Planner | CFP® | CKA® | Jul 5, 2022 | Uncategorized
As with all things, financial planning advice comes with trade-offs. When looking for a financial advisor, you’ll need to consider your goals and needs as well as what you’re willing to spend on the service. Modern technology has made planning more accessible than...
by Cole Leonida, Financial Planner | CFP® | CKA® | Mar 11, 2022 | Uncategorized
Thank you to all who attended Arizona’s Education Day! In case you missed it, check out Fritz Meyer’s presentation where he discusses the state of the US economy, inflation, interest rates and the financial impact the invasion of Ukraine may...
by Cole Leonida, Financial Planner | CFP® | CKA® | Feb 25, 2022 | Uncategorized
Data is the ultimate storyteller. There is no deception in data, and no hiding from it, either. And right now the data is telling a very interesting story about what is going on in our economy. There are three main characters in today’s data story: Inflation Interest...
by Cole Leonida, Financial Planner | CFP® | CKA® | Feb 16, 2022 | Uncategorized
Thank you to all who attended New Mexico’s Education Day! In case you missed it, check out highlights from our dynamic speakers, David Summers and Bob...
