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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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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We’ve Moved!

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 […]

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