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...
by Cole Leonida, Financial Planner | CFP® | CKA® | Feb 1, 2022 | Uncategorized
The market has a way of sorting itself out. Take the last two years as an example. In 2020, we watched the stock market drop 34% in less than a month, bottoming out on March 23rd. This marked the largest drop since the Great Recession in 2008-2009, and some of the...
by Cole Leonida, Financial Planner | CFP® | CKA® | Oct 8, 2021 | Uncategorized
Real estate is of vital importance for a majority of Americans. According to a study by the Federal Reserve from August of 2020, real estate makes up more than half of Americans’ net worth. Considering that the median home price is up 16.2% since then, it’s safe to...
