Category: Uncategorized

“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

Many parents want to help their adult children financially, but, doing so haphazardly can sink their retirement.

This is especially true given the large number of couples housing adult children since the pandemic. It’s compounded by the fact that many older couples have inherited money and would like to help their children get ahead—without harming their own financial security. Article by: Mike Leverty

"We aim to help clients understand and quantify the impact of this support on their original plan. Rather than imposing decisions on our clients, we strive to offer them a thorough comprehension of how such assistance affects their financial strategy. By quantifying the impact, we hope to prepare our clients with the knowledge and resources needed to navigate these difficult financial decisions" - Mike Leverty

"Reaching milestones shouldn't signal an entry or exit point. If time is on your side, consider getting off the sidelines with gradual investments through dollar-cost averaging, even in a high-valuation market." - Luke Keene

Early retirement is an increasingly popular option for many people, driven by factors such as return-to-office mandates, corporate layoffs, and a post-pandemic desire for a better work-life balance. Article by: Mike Leverty

Lifestyle creep and unfamiliarity with high-level employee benefits could result in missed retirement-savings opportunities. Article by: Mike 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."