COVID-19 Resources: Stimulus Checks – Spend or Save?

by Michael Proctor | Apr 30, 2020 | Uncategorized

    Whether you’re homeschooling, taking some version of a break from work or working from home, we hope you’re taking it in stride! For us, we just finished up our own private label (featured above) for mental health reasons, right? Many of you recently...

Opportunities During Market Downturns

by lyndon@leadingedgefp.com | Mar 25, 2020 | Uncategorized

A sudden change in the stock market and in our portfolio is not fun.  In fact, it is downright scary.  With people being laid off, furloughed, or just not able to go to work, it is a difficult time.  Stock market[1] downturns of this magnitude (>20%)...

Need toilet paper?

by Michael Proctor | Mar 13, 2020 | Uncategorized

Now that I’ve got your attention, this has been one of the most intense weeks in the markets that has ever been experienced by investors. With that in mind, what do we do?“Leverage your Sams Club and Costco free samples.”-Mike P.Ok, seriously, I’ve been asked by...

Finding Balance in Your Financial Plan

by lyndon@leadingedgefp.com | Jan 28, 2020 | Uncategorized

I recently heard that there are only three things you can do with your money. You can spend it, you can save it, and you can give it away. I believe that the way we balance these three can influence our happiness and level of financial peace. We should consider having...

Money… so what? Mission… so what now?

by Michael Proctor | Jan 17, 2020 | Uncategorized

Contributed by Michael S. Proctor, CERTIFIED FINANCIAL PLANNER®, RICP®, CVGAWelcome to our new blog. We’ll be taking turns sharing thoughts about financial planning, frameworks to consider with your personal mission and how to re-orient towards not just financial...