January 20, 2024
MoneyGeek: ‘Expert Insight on Compound Interest’
Leland was recently featured in a MoneyGeek Article discussing Compound Interest. Here is his excerpt from the article:
December 15, 2023
Inside Business: Top 40 Under 40 2023
Leland was honored as a Top 40 Under 40 Honoree by Inside Business! The article requires a subscription to read. Here we have added Leland’s excerpt:
November 17, 2023
Advisors Magazine: Preparing Your Heirs For Wealth Transfers
Leland was recently featured in Advisors Magazine’s article discussing family preparation for wealth transfers. You can read the full article at the link below, but here is his excerpt!
July 15, 2023
Investment News: ‘Following The Money’ Not So Easy In A World Of Remote Work
Leland was recently featured in an Investment News Article discussing remote work. Here is his excerpt from the article:
June 30, 2023
MarketWatch: “3 Ways Practicing Gratitude Can Help Your Financial Well-being This Holiday Season
Leland was featured in a MarketWatch Article discussing gratitude around Thanksgiving! Here is his excerpt:
June 30, 2023
MarketWatch: How Financial Advisors Are Coping With The Bear Market
Leland was recently featured in a MarketWatch article discussing how he personally responds to market volatility within his own accounts, and what he tells his clients to do. Here is his excerpt:
June 30, 2023
Leland was honored to be featured in an article by ThinkAdvisor discussing the advice he provides clients during steep market declines. Here is his excerpt:
May 28, 2023
The Biggest Mistakes Business Owners Make: Advisors’ Advice
Leland was recently featured in ThinkAdvisor’s Advisors’ Advice column discussing the biggest mistakes business owners make. You can click the link below to read the full article, but here is Leland’s excerpt:
May 28, 2023
Investment News: The ‘Great Resignation’ is for Advisors Too
Leland was recently quoted in this article by Investment News! Here is his excerpt from the article: