For more than 25 years, the team of financial professionals at Little McLeod Valentine Group has been providing a select clientele of affluent families with personalized portfolio management and wealth planning through every market condition. With the expertise to manage their clients’ complex financial needs and a commitment to engage each generation, they offer skilled management, thoughtful advice and education dedicated to building long-term relationships. Stuart C. McLeod and Camille Valentine are both seasoned investment professionals who have spent years refining their skills to better serve the wealth management needs of successful individuals and their families. They are passionate about investments, have a thematic investment philosophy and are well schooled in technical analysis. These core capabilities and a commitment to collaborate with their clients’ other advisors ensure a comprehensive and disciplined approach to their clients’ wealth management and planning.
Do you have enough personal liability coverage?
While significant financial judgments in personal lawsuits are not awarded on a daily basis, there is no time like the present to realize that one could happen to you. Being on the wrong end of a large financial judgment could cause severe harm to your family’s wealth and lifestyle, especially if you lack the appropriate level of personal liability coverage. The solution, however, is […]
Is 80 the new 60?
How does living longer and enjoying a more active and longer retirement affect planning and investing for retirement? With people living longer, the definition of “old” is changing. Today, investors feel that for their parents’ generation, 62 was the age when someone became “old.” Today, most people don’t feel old until they are in their […]
When should I diversify a concentrated stock position?
How much is too much? How do I avoid a potentially large tax bill and still diversify? When is the right time to make a change? Where am I going to invest the proceeds? Many corporate executives and long-tenured employees face these questions every day. Holding a concentrated stock position may result from a variety […]
