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
4 Questions to Know Your Financial Advisor
Anybody who has experienced significant medical concerns for themselves or a loved one knows the value of a good Doctor. We recognize good bedside manner, specialized expertise, and knowledge of unique treatments that can best help us or our loved ones through their unique challenges.
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: