You’ve likely seen the “gridlock,” “polarization” and “stalemate” headlines to describe what the state of affairs will likely be in Washington, D.C., over the next two years of divided government. As an American, it can feel deflating, no matter which party you ascribe to.
Why divided government can be good for your portfolio
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 […]
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 […]
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.
High-earning corporate executives should evaluate this overlooked deferred compensation benefit
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 […]
Plan for your upcoming retirement as a corporate executive with these 5 steps
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.
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 […]
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.
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.
Ken’s reflections on this milestone “As our clients have grown, so has Van Leeuwen & Company. We will continue to expand our services and capabilities to address each of our client’s unique needs. We truly appreciate the continued trust and support that our clients have shown us over the years, and we thank them very […]