3 Critical Lessons For Market Declines
The following is adapted from Marlena Lee's recent article published by Dimensional Fund Advisors (DFA). While Aspen Leaf Wealth...
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Greg Lessard, CFP®, CRPC®
- Apr 13, 2021
- 6 min
Be Careful Accelerating Debt Payoffs
"I want to pay off my house so I'm paying extra on my mortgage" the client beamingly states with confidence. Financial advisors get this...
Greg Lessard, CFP®, CRPC®
- Jan 27, 2021
- 8 min
Why Clients Fire Financial Advisors
Recently, I stumbled across some research conducted a few years back summarizing why clients leave their financial advisors. Spoiler, the...
Greg Lessard, CFP®, CRPC®
- Oct 7, 2020
- 5 min
Does The Election Matter For The Stock Market?
There is no consistent pattern linking either a Republican or Democrat president to better stock market returns. You could stop reading...
Greg Lessard, CFP®, CRPC®
- Feb 29, 2020
- 5 min
Portfolio Tactics During The Next Market Downturn
What happens if you lose 30%, 40% 50%? Do you have a game plan you're prepared to execute? Here's what we suggest.
Greg Lessard, CFP®, CRPC®
- Oct 2, 2019
- 3 min
Rate of Return Trailing Time Frames
How quickly can an investment portfolio's performance change? This client's story will surprise you!
Greg Lessard, CFP®, CRPC®
- Jul 3, 2019
- 5 min
Financial Complexity Is Killing You
Yes, quite literally! It's a well established principle in psychology that complexity contributes to mental illness. As we voluntarily...
Greg Lessard, CFP®, CRPC®
- Jun 25, 2019
- 3 min
I Saved $80,000 In 3 Years. Here's How I Did It.
Read the things I did as well as avoided on my savings journey.