Cole Leonida, Financial Planner | CFP® | CKA®

Market Volatility During Midterm Elections

With the election around the corner, it’s hard to ignore the buzz of negativity and speculation in the air; it’s important to keep a sense of perspective about the big picture.

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The Wealth Effect

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 doors, and fear was everywhere. Yet, for many Americans, it was…

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Three Characteristics of Financial Advice

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 ever, but tech-based solutions can only offer so much. So what are…

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Arizona Education Day, featuring Fritz Meyer

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 have.

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Data Tells A Story

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 Rates Employment Inflation Inflation continues to run hot,…

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