Leading Edge Wealth Advisors LLC

Confidence is Cracking: What Small Business Owners Are Saying About Tariffs New data shared by Inc. and reported by Bruce Crumley in Inc. Magazine paints a concerning picture: small business confidence is falling fast, and many point to renewed fears over Trump-era tariffs as a key reason why. With rising input costs, supply chain disruptions, and policy uncertainty back in the spotlight, small businesses—often the backbone of local economies—are feeling squeezed. And when confidence drops, so does hiring, investing, and expansion. How do you see tariff talk affecting your business or your clients’ outlook? Let’s discuss. https://lnkd.in/grSPwJ_E

The terms “bull” and “bear” markets aren’t just Wall Street jargon — they represent two financial climates that can have a significant impact on your investments. Swipe through to learn the key differences and how they affect your portfolio. Curious about how these market trends align with your financial goals? Contact our team today for personalized guidance.

New Social Security Rule Could Impact Millions—Are Your Clients Ready? Starting this summer, the Social Security Administration (SSA) will implement stricter identity verification protocols for anyone accessing sensitive information—requiring individuals to appear in person or use a new online portal with enhanced security. This is a significant shift designed to protect against fraud and identity theft, but it also creates potential friction for retirees, beneficiaries, and those assisting older clients with benefits planning. This PLANSPONSOR article provides additional details: https://lnkd.in/g4697B_h

For those with substantial assets, having a financial strategy tailored to your unique goals is essential. Our team focuses on creating customized plans for high-net-worth clients, helping you to achieve goals like preserving wealth, growing assets, and planning for future generations. Interested in exploring a financial strategy that aligns with your vision? Contact us today to see how we can support your goals.

As we celebrate St. Patrick's Day on March 17, it’s the perfect time to talk about luck — especially when it comes to investing. Relying on "luck" in the stock market may seem tempting, but it’s highly risky and rarely successful. Swipe through to learn more. If you're looking to make informed investment decisions, reach out to our team for guidance. We are here to help!

Does your company have non-compete policies in place? Nearly a year after the Federal Trade Commission banned?noncompetes, it appears the agreements aren’t going anywhere, but they are still drawing scrutiny writes Cara Cannella in Inc. Magazine. In late February, the agency launched a?Joint Labor Task Force?under chairman Andrew Ferguson, which signals a shift from broad rulemaking to targeted enforcement. Instead of banning noncompetes outright, the agency is investigating the use of noncompetes in specific cases, particularly where they restrict worker mobility without a clear business justification. https://lnkd.in/gtJR4viv

This spring, help your employees grow their retirement savings with a competitive 401(k) plan. Offering a well-structured program supports your team’s future and boosts your ability to attract and retain top talent. Ready to grow financial security for your workforce? Contact us today!

With Tax Day approaching, it’s the perfect time to make the most of your tax-advantaged savings for 2024. Swipe through to discover key opportunities to save. Need guidance on maximizing your contributions? Reach out to our team — we’re here to help!

When planning for retirement, one of the most common concerns is ensuring your savings last. The 4% rule is one approach to sustaining wealth in retirement. Swipe through to learn more. Let us help tailor a strategy that aligns with your goals. Contact our team today.

Cybersecurity is no longer just an IT concern—it’s a critical issue for plan sponsors, third-party administrators (TPAs), and financial professionals overseeing retirement plans. A recent breach impacting participants at community colleges and public schools underscores the vulnerabilities in managing sensitive financial data. With regulatory scrutiny increasing and participants expecting stronger safeguards, how should plan sponsors and TPAs enhance their cybersecurity measures? This incident is a stark reminder that protecting retirement assets goes beyond investment management—it requires robust risk mitigation strategies. Read more about the breach and its implications: https://lnkd.in/gJzuhTbj