Lesjak Planning LLC

Registered Investment Advisor

Excellence in Financial Planning since 1980
  • Why
    Us?
  • 3-Step
    Approach
  • Plan-Driven
    Services
  • Meet
    the Team
  • Client
    Communications
  • Community
    Outreach
  • The Next
    Generation
  • Client
    Login
  • How Can
    We Help?

Client Communications

Although we don't believe in follow-the-fads investing, we do believe it's important to know the latest market happenings. And we share them with you.

June 15, 2022 Keep Your Eye on the Target

June 15, 2022 by Lesjak Planning

The unfortunate convergence of several factors is driving consumer inflation to its fastest increase since December of 1981 as evidenced by the 8.6% year-over-year increase for May.  This puts our Federal Reserve Board in a precarious position to aggressively fight rapidly rising inflation while also attempting to avoid triggering a painful economic recession.  Naturally, the […]

March 11, 2022 Market Comment Follow Up

March 11, 2022 by Lesjak Planning

As a follow-up to the Market Comment we sent out to you on February 24th, we felt there were a couple items worth discussing.  It has now been two weeks since Russia most recently invaded Ukraine bringing about significant devastation to the country and their people.  Additionally, we have seen the effects of war ripple […]

February 24, 2022 Market Comment

February 24, 2022 by Lesjak Planning

The current Russian invasion of Ukraine will create a great deal of uncertainty and speculation.  We can expect there to be ripple effects through the energy markets, investment markets, and possibly the European economy to a limited degree.  At present, this remains a regional conflict whose global impact is likely to remain limited. Regarding the […]

January 26, 2022 Volatility Revisited

January 26, 2022 by Lesjak Planning

The current bout of price volatility in the financial markets reminds us of March 2020 during the onset of Covid where we saw the market averages decline 30-35% in a matter of weeks. Although the current environment is not nearly close to that experience percentage wise, it can still be quite unsettling during the short […]

2021 Year End Thoughts

December 17, 2021 by Lesjak Planning

It is becoming more evident each month that our world may never be the same as it was a mere two years ago. The arrival of the COVID 19 virus and its mutation into the Delta virus and most recently Omicron seem to take us back one step for each that we’ve moved forward. Although […]

July 2021 Mid Year Observations

July 29, 2021 by Lesjak Planning

It is said that long term secular bull markets in stocks last 15 to 20 years.  The previous runs lasted from 1949 to 1966 and from 1982 thru 2000.  Of course, these periods were not without interruptions of short-term corrections along the way. The current bull market started in March of 2009 as suggested by […]

Year End Thoughts

January 19, 2021 by Lesjak Planning

“People always sound smarter when they are bearish.  It’s always the skeptic who points out how the world is going to ruin that is considered a sage, but when you really look at the data…the world continues to get better.” – Chris Davis (President, Davis Advisors). How fitting this quote is as we reflect on […]

Second Harvest Growing Hope Campaign

December 15, 2020 by Lesjak Planning

Dear Friends, As we enter the Christmas holiday season we give thanks for the client relationships made over the years and appreciate both your business and friendship. We have always prioritized the wellbeing of our clients.  This year during the Covid Pandemic is no different.  After much thought, and out of concern for the health […]

A Change in Sentiment?

October 27, 2020 by Lesjak Planning

In our last communication in August we explained how pessimism was driving major selling of stocks held by both individuals and pros alike.  Nearly $1 trillion was shifted to cash in March and April which pushed total cash on the sideline to almost $5 trillion. Recent market trading may be signaling a change in investor […]

Times – They are A-Changing

August 4, 2020 by Lesjak Planning

“There’s a battle outside and it’s ragin’. It’ll soon shake your windows and rattle your walls, for the times, they are a-changin’!” These lyrics from the 1963 song recorded by Bob Dylan sum up the last six months as much as they did when they were written. It boggles the mind how so much has […]

  • 1
  • 2
  • 3
  • …
  • 11
  • Next Page »

© 2022 Lesjak Planning LLC. All rights reserved.
1991 Crocker Road #575, Westlake, OH 44145 | 440.871.9500 | 888.871.4820 | Admin Log in
Questions? Please contact us at lpc@lesjakplanning.com.