"It can be hard to convince farmers to think about the 'someday' of retirement, but advisors have to connect the dots between today and someday." - Luke Keene
Category: Uncategorized
FAs Weigh In: Alts Key to Client Portfolios
"Our team has been active in implementing alternative investments into client portfolios, particularly in the private equity and private credit space." - Mike Leverty
FAs Weigh In: ‘Definitely Not Going Back to Suit and Tie’
"The pandemic also accelerated the transition from formal daily dress attire, and we are definitely not going back to suit and tie." - Mike Leverty
Retirees Spend a Lot of Time and Money to Buy Their ‘Forever Home.’ Then They Sell It.
“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
NYTimes Feature: For Some People, Working From Home Sped Up Their Decision to Retire
“The vast majority of our clients have at least inquired about what their plan would look like if they retired early. We haven't seen people want to delay retirement. They’re getting a flavor of what retirement will look like.” - Mike Leverty
Bloomberg LP asked 6 advisors to weigh in on how to invest $100,000 in today’s shifting financial landscape.
"We believe there are attractive opportunities in the triple-net-lease and private equity direct-lending space to help enhance the income component of a portfolio." - Mike Leverty
Financial Advisor Michael Leverty Launches Registered Investment Adviser – Leverty Financial Group – with Dynasty Financial Partners
“As our practice has grown and become more complex, we decided that we needed a more customized approach. The transition offers an enhanced operational investment platform, including portfolio management and research, cutting edge technology for both our team and clients along with access to elite industry practice management consultants." -Mike Leverty
Why Psychology is Important in Financial Planning
"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
What Clients Need to Know About Russia’s Invasion of Ukraine
"Historically, the equity market reaction to geopolitical events is short lived and typical economic cycles continue. Provided the invasion doesn't blossom into something uncontained, I would expect to see history repeat itself and longer-term capital market assumptions will likely remain unchanged." - Luke Keene
How Advisors Are Guiding Clients Through The Great Resignation
“A lot of our corporate executives did a significant amount of travel, and with them working from home and the thought of going back to that routine, at some point [it] doesn’t excite them. People are looking to prioritize their health and lifestyle.” - Mike Leverty