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Americans who work with a financial advisor are expected to retire at the age of 64 and have twice the savings that unadvised investors do, a new Northwestern Mutual study found. Article by: Mike Leverty

Mike Leverty underscores the importance of maintaining a diversified portfolio and cautions against making hasty adjustments in response to short-term political developments.

Josh Hawkins highlights the advantages of option overlay strategies to manage risk and enhance income, making it a great choice for retirees seeking growth and stability.

Leverty Financial Group was named to the list of Top 200 RIAs for the 2024 Advisors to Watch by AdvisorHub. RIAs were ranked based on the scope of their practice, practice growth, and professionalism.

Financial advisors weigh in on America's $34 trillion debt and whether they need to adjust their client portfolios because of it. Article by: Mike Leverty

June, 2024 – Leverty Financial Group, LLC was named a winner for Best of ’24, Best of St. Croix Valley, 2024 Reader’s Choice. The St. Croix Valley Magazine invited readers to vote for the very best the St. Croix Valley area has to offer in various categories.

“Staying invested across multiple asset classes allows us to capture growth where it occurs and reduce the impact of volatility in any single segment of the market.” Mike Leverty.

“Josh Hawkins, COO at Leverty Financial Group, believes in the importance of balancing work and personal life, especially during the summer months. As a result, he implemented “Summer Fridays,” where his team finishes work at noon on Fridays from Memorial Day to Labor Day. We view this time as an opportunity for our employees to spend quality moments with their families and enjoy the great outdoors,” said Hawkins. “Alongside our ‘Flex Time Off’ policy, this initiative helps our team manage their schedules while still providing excellent service to our clients.”

-Josh Hawkins

“As market volatility increases, so does the potential for incremental income within the strategy,” Keene said. “While it may underperform when broad markets rally, like in the fourth quarter of last year, we believe the income it provides and the risk offset against the potential 2024 headwinds, like the election and the return of inflation, are a favorable trade-off. In essence, we are providing our clients an equity exit hatch should the need arise.” -Luke Keene

The bulls are running. The bears are retreating. And investors are once again dreaming about early retirement. The question is, should their advisors be waking them up? Article by: Mike Leverty