Bloomberg Wealth Manager
Top Bananas (PDF)
Bloomberg's first annual survey of top Wealth Management firms. LWM was ranked 43rd.
Life Span (PDF)
This is an interview of Scott Leonard highlighting his success of working with retirees and the services provided by his firm.
Out of the Clutches (PDF)
This article talks about various tax traps both advisors and individual investors often face and overlook.
How Young is Too Young? (PDF)
This article highlights some of the most successful, young financial advisors in the industry, of which Scott Leonard is one.
Money
Grand Delusions: (PDF)
This article discuses an asset allocation tool called "Optimizers." The article interviewed two of the theory originators, both Nobel Laureates. It also interviews Scott A. Leonard about the misuse of the programs in the financial industry.
Newsweek
Risking Your Money Again (PDF)
This is a short article that discusses some concerns around putting together a good investment strategy.
Dow Jones Investment Advisor
How Low Can You Go? (PDF)
This article by Scott A. Leonard addresses the proper definition of small cap stocks for use in asset allocation.
Financial Planning Magazine
Fluctuations Without Fear:
An interview with different financial planners about asset allocation strategies. Scott A. Leonard is quoted at the end of the article.
PT Today
Investing in the '90s: (PDF)
More Gain, Less Pain! This article by Scott A. Leonard talks about Modern Portfolio Theory in a short, concise manner.
AAII Journal
Compensatory Stock Options: (PDF)
When to Hold and When to Fold. This is an article written by Mr. Leonard about stock options.
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