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It's A Mess
A friend of mine recently asked me how much he should have in retirement accounts based on his age and income level. Although this is an...

Alex Leonida, CFP®, CIMA®
Sep 13, 20183 min read


Not Fake News
Per usual, the world is a mess. At least that is what the media wants you to think. Granted, there are about as many geopolitical risks...

Alex Leonida, CFP®, CIMA®
Aug 15, 20184 min read


All The Feels
Wow, how times have changed… My mentor was a Chartered Financial Analyst (CFA) charter holder and managed money with literally zero...

Alex Leonida, CFP®, CIMA®
Aug 6, 20183 min read


Ruh Roh, Raggy!
Investing is hard. This is a fundamental fact of life. The FAANG stocks have been dominating your investment newsfeed for what seems like...

Alex Leonida, CFP®, CIMA®
Aug 1, 20185 min read


Who Am I?
What does GDP growth really mean for us? People ask this question because they are either surprised things are going so well OR they...

Alex Leonida, CFP®, CIMA®
Jul 27, 20184 min read
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