Author: Leverty

"Buying a second home in retirement can be fulfilling, providing a destination to relax and enjoy newfound retirement freedom. However, it requires careful thought and consideration." - Mike Leverty

While private credit funds helped investors avoid bond losses last year, Keene said he now prefers "the regular bond world" with its "traditional fixed-income approach."

These investment advisors are growing, expanding their teams and raising the bar for service.

“We need to remind clients that at some point, the markets will pull back (example 2022) and that we need to articulate how the overspending today could negatively impact their long-term objectives and needs,’’ - Mike Leverty

“But when it comes to income planning, clients need a true advisor and a true consultant, and they are seeking out truly independent advisors” - Mike Leverty

"You could take the lump sum now— which means you’ll enjoy the more generous payout— invest the money and use part of the payout to purchase an immediate annuity down the road." -Josh Hawkins

"It’s a cliche, but the best portfolio long-term is going to win for the investor with singles and doubles — you don’t need to take the risk to get the home run." -Luke Keene

Mike Leverty ranks #85 in the top 200

*Rankings were published on September 22, 2022. Criteria to be considered for ranking includes a minimum of 7 years experience, $100 mm in AUM, and clean regulatory record. Advisors are ranked on a 100-point scale in three categories: Scale, Growth and Professionalism.

“It's OK to take a couple of years to explore other areas and don't jump in immediately. You really have to view it as a second home and not a vacation. Factor in amenities like shopping and healthcare—things you wouldn’t think about if you just vacationed there for a couple of weeks.” - Mike Leverty, on purchasing a home for retirement

"What we see is oftentimes two financial plans could look very similar on paper, but yet every situation is unique, and really digging into the decisions behind the plan, versus just the math on it, is key to success." - Mike Leverty