Leisure Capital Management

This month we celebrate a milestone. Our amazing clients, team members, and culture propel us forward. #SchwabAdvisorNetwork #RegisteredInvestmentAdvisor #fiduciary #family

November is right around the corner. How will a presidential election affect your portfolio? #Schwab #SchwabAdvisorNetwork #investments #fiduciary #RegisteredInvestmentAdvisor #RIA

Preparation is key. Being in Southern California, we focused on earthquakes and fires. This month, however, we share how our Business Continuity Plan has been well-applied to the coronavirus pandemic. #Schwab #fiduciary #advisor

This month, we highlight Christina Todd's story as she navigated a career change and juggled family life. Christina shares how her years of experience at Schwab have folded in with the focus on client service at Leisure Capital. #fidicuary #advisor #family #Schwab #team

Every investor should be asking themselves, is my advisor truly acting in my best interest? In our May Newsletter, we attempt to clarify confusion around different types of financial advice and highlight the value of the fiduciary. #fiduciary #schwab #investing #financialadvisor #LeisureCapital

Sandra Dick shares how families prepare for loss while remaining mindful and compassionate #lifetransitions #grief #loss #hospice #LeisureCapital #RegisteredInvestmentAdvisor #Fiduciary

Charities are reeling from the fundraising challenges posed by the coronavirus pandemic. This month we share how recent changes with the CARES Act have made it possible to boost the impact of your charitable efforts at this critical time. #ShareMyCheck #LeisureCapital #Fiduciary #RegisteredInvestmentAdvisor

Going through recessions is tough. However, owning stocks after they've ended has rewarded investors in the past. #patience #fiduciary #RegisteredInvestmentAdvisor #LeisureCapital

When markets are volatile, sticking to an investment strategy is made even more difficult. Gideon Bernstein highlights an example of the damage that can be done by moving to the sidelines at the wrong time. Make sure you aren't buying high and selling low. #Fiduciary #RegisteredInvestmentAdvisor #LeisureCapital

Patrick Maxwell illustrates the power of a balanced approach to investing. When it comes to investment losses, 'making up is hard to do.' #LeisureCapital #diversification #fiduciary #RegisteredInvestmentAdvisor

John Schaus shares important changes for investors with retirement accounts as a result of the Coronavirus Stimulus Package being signed into law. #fiduciary #RegisteredInvestmentAdvisor #coronavirus #stimulus #LeisureCapital

We know that markets have experienced crises before. Here's a review of how markets performed after previous episodes. #longterm #fiduciary #LeisureCapital

The stock market has gone through periods of contraction and extended expansion. Endurance has paid off. #fiduciary #RegisteredInvestmentAdvisor #LeisureCapital #coronavirus

Its never too early to talk about this. Worried about the current market conditions? Look at what happened to the U.S. Market after previous financial crises: #retirement #fiduciary #volatility #financialadvisor #leisurecapital #investing