Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
New Mexico Education Day Speaker Highlights
Thank you to all who attended New Mexico’s Education Day! In case you missed it, check out highlights from our dynamic speakers, David Summers and Bob Doll.
The Flat Road Ahead
The market has a way of sorting itself out. Take the last two years as an example. In 2020, we watched the stock market drop 34% in less than a month, bottoming out on March 23rd. This marked the largest drop since the Great Recession in 2008-2009, and some of the worst individual trading days…
Take Out Equity, Take On Debt
Real estate is of vital importance for a majority of Americans. According to a study by the Federal Reserve from August of 2020, real estate makes up more than half of Americans’ net worth. Considering that the median home price is up 16.2% since then, it’s safe to assume that an even larger percentage of…