THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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The Peloton Brief: Margin in Falling Markets
Exploring the case study of Peloton’s former CEO and co-founders sheds light on the dangers of margin loans in turbulent markets.
(5 minute read)
Get more from your cash
Cash may not be king again (yet), but with interest rates continuing to rise it may be time to re-evaluate the best option for managing your liquid cash.
(5 minute read)
Navigating Sudden Wealth
CAULK - it’s not just for sealing! 5 tips for those dealing with an inheritance, lottery winnings, or other sudden money situations to help navigate new, and often turbulent, waters.
Preparedness
An unexpected hide-a-key experience leads to musings on the importance of preparation in life and financial planning.
(3 minute read)
Money and Partnership
Romantic relationships and money. Do I need to say more?
(3 minute read)