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.
The 5 not-so-obvious questions corporate executives should ask their investment professionals this quarter
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 […]
Advanced Wealth Management that Takes a Holistic Approach Planning a Life Vision represents the bigger picture of your life. It is comprised of what you strive for in short, mid and long-term goals. Goals are individual experiences and accomplishments for which you strive whether tomorrow, in five years or after you retire.
Rembrandt SocietySM is a special program that was originally founded by Ken Van Leeuwen, CFP®, after the Dutch artist Rembrandt. Of Dutch heritage himself, Ken felt a connection with Rembrandt Harmenszoon van Rijn, 17th century painter and pioneer of the Dutch Golden Age.
Painting your own unique life vision Paint-by-numbers kits were popular back in the sixties. Folks would purchase a kit, create the piece and hang it on the living room wall. Sometimes the results were good; other times disappointing; always unpredictable.
A global mega trend shaping retirement is the notion that people are living longer lives With innovation and advances in science and technology, we are moving into the future as life expectancy reaches new heights. Thus, the need to redefine how we invest for retirement in the 21st century is vital.
When the second half of your life is better than the first. Mark Twain once stated, “The secret of getting ahead is getting started.” Parents spend decades diligently guiding their children from brushing their teeth to submitting college applications and everything in between.
Integrating personal goals with financial goals will move mountains Thriving in a fast-paced corporate world means navigating the ever changing ebb and flow of business. It’s easy to become immersed in the daily routine of deadlines and demands while striving to remain on top of your game.
Plan Your Future Today Whether you are a member of Rembrandt SocietySM at the Gallery, Museum or Private levels, the team at VLC encourages parents and seniors to invest in a Roth IRA. Gifting your children and grandchildren through a Roth IRA represents a powerful financial tool that comes with many benefits including the ability to […]