Category: Uncategorized

"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.

"We are not opposed to clients holding crypto but feel that this allocation should be part of their speculative allocation and not part of their core long-term allocations. - Mike Leverty

"A future M&A opportunity would need to provide synergies and value to our existing clients and staff, while complementing our culture and current management philosophies" - Mike Leverty