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How to know if you have a solid financial advisor during rocky economic times

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 […]

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How to prepare your investment portfolio for a potential recession

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 […]

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3 questions to ask your investment professional about inflation

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.

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An insider’s take on today’s residential real estate market

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” […]

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Meeting with Prospective Clients Can Be Like a Blind Date

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 […]

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Why you need an investment professional

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.

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Summer Intern Program: Why VLC is a Great Place to Work

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 […]

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