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Should you have helped your adult child with a down payment on her first home last year? Was buying that nascent cryptocurrency with your bonus the right financial move? Should you have stayed another four years at your well- compensated corporate job or taken early retirement? As inflation continues to surge, interest rates spike and […]

As I wrapped another client meeting where we reviewed an investment plan and portfolio, I was heartened to hear the tone of my client’s voice change from apprehensive at the start to more assured at the end. Of course, as anyone who buys groceries and gas and sees news headlines knows, there are multiple reasons […]

Last Saturday night, a client texted me a variation of: “Should I really take this summer vacation?” A well-compensated corporate executive, she was ruminating on how much more everything her family getaway would cost – the hotels, the daily excursions, the wonderful meals – due to rampant inflation.

Say you are a corporate executive making an annual salary of $250,000. Every year, you maximize your contributions to your 401(k), which for 2022 is $20,500 for individuals under 50 and anyone over 50 is eligible to contribute an additional $6,500. Although that’s clearly the right move, you can see how saving this amount will […]

If you’re looking at buying or selling a home right now, what can you expect in this much-heralded hot residential real estate market? Last week, award-winning real estate expert and RE/MAX Hall of Fame realtor Smita Shah was interviewed by former TV news correspondent Diana Bishop for Van Leeuwen and Company’s client-only “Assets and Aspirations” […]

As many of us rethink certain aspects of how we want to live in a post-Covid world (e.g., more time with friends), some corporate executives have increasingly been asking us at Van Leeuwen & Company about one area in particular: retirement. This uptick in interest in retirement is not merely anecdotal.

By Kenneth Van Leeuwen, CFP Everyone knows you don’t get a second chance to make a good first impression. That’s one of thereasons why the initial meeting with a potential client is so important for financial advisors. Whenever I sit down with a prospect for the first time, I want to make sure I put […]

This is a hypothetical example: On a Saturday morning, Clay Hansen*, a successful senior information officer in his mid-40s, sat down at his home office computer and logged on to Morningstar. For months, he had been spending several hours of his Saturday researching investments on the site and others.

In hundreds of conversations with corporate executive clients over the last few months of this curveball-after-curveball year, I’ve been struck by how many have made the same incorrect assumptions. First assumption: there are few, if any, financial opportunities out there.

In the time-honored tradition of our Summer Intern Program Van Leeuwen & Company is pleased to welcome to our Summer Intern Program a dynamic group of young, ambitious students representing  the  University of Notre Dame. We are happy to welcome to our staff the following summer interns: Welcome, summer interns! This fantastic group of young individuals are […]