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Crystal Ball 2021

Our 2021 Crystal Ball Economic Outlook​

January 14, 2021
Who would have thought the U.S. large-cap stock market would exhibit so much strength in 2020 — a year...
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Your Questions, Answered Gifting Limits

Your Questions, Answered: Gifting Limits

January 14, 2021
On this week’s episode of Your Questions, Answered  Larry Sacks  and  Brian Leitner  discuss rules that surround gifting, and...
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Your Questions, Answered: Wife as the Primary Breadwinner

January 7, 2021
On this week’s episode of Your Questions, Answered  Suzanne Wheeler  and  Brian Leitner  discuss household income situations, and answer...
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Your Questions, Answered: Providing for Children with Disabilities

Your Questions, Answered: Providing for Children with Disabilities

December 30, 2020
On this week’s episode of Your Questions, Answered  Cory Allen  and  Brian Leitner  offer advice for parents of children...
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Generating a Paycheck in Retirement

Your Questions, Answered: Paycheck in Retirement

December 22, 2020
On this week’s episode of Your Questions, Answered  Patrick Shaw  and  Brian Leitner  discuss income during retirement, and answer...
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Your Questions Answered Backdoor Roth IRA Conversion

Your Questions, Answered: Backdoor Roth IRA Conversion

December 17, 2020
On this week’s episode of Your Questions, Answered  Meredith Rice  and  Brian Leitner  discuss Roth IRA planning, and answer...
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Your Questions Answered Year-end 2020 Tax Planning

Your Questions, Answered: Year-end 2020 Tax Planning

December 10, 2020
On this week’s episode of Your Questions, Answered  Cramer Soebbing  and  Brian Leitner  discuss considerations for tax planning, and...
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Selling Stock Before Retirement

Your Questions, Answered: Selling Stock Before Retirement

December 3, 2020
On this week’s episode of Your Questions, Answered  Jon Bresnen  and  Brian Leitner  discuss considerations for selling stock, and...
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Your Questions, Answered: Roth IRA vs Traditional IRA

Your Questions, Answered: Roth IRA vs Traditional IRA

November 24, 2020
On this week’s episode of Your Questions, Answered  Rachel Kowalczyk  and  Brian Leitner  discuss Roth IRA and traditional IRA,...
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Your Questions, Answered: Naming a Trustee or an Executor

November 19, 2020
On this week’s episode of Your Questions, Answered  Chris Bixby  and  Brian Leitner  discuss considerations for naming an executor,...
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Engineer-Seeking-Wealth-Advice

Your Questions, Answered: Engineer Seeking Wealth Advice

November 12, 2020
On this week’s episode of Your Questions, Answered  Patricia Kummer  and  Brian Leitner  discuss how wealth advisors can be...
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Investing in ESG

Your Questions, Answered: Investing in ESG

November 5, 2020
On this week’s episode of Your Questions, Answered  Andy Garrison  and  Brian Leitner  discuss investing in alignment with your...
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