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.

Happy New Year 2019!

January 3, 2019 by Lesjak Planning

As the year 2018 comes to a close, we reflect back on the past forty years that we have witnessed first hand in this investment business.  What stands out most vividly in memory were the major declines.  Most of us that experienced the “crashes” in 1987, 1990, 2002, and 2008 would agree that in each […]

October 29, 2018 Lesjak Planning Perspective

October 29, 2018 by Lesjak Planning

The term “climbing a wall of worry” has been used for decades to describe how stock markets continue to rise in value as negative events, both domestic and worldwide, dominate the news.  This seems to be the case this year as negative news monopolizes our daily lives including:  tariff threats with our international trading partners, […]

August 2, 2018 Lesjak Planning Perspective – Mid Year Comment

August 2, 2018 by Lesjak Planning

As we pass the midpoint of 2018, cross currents are evident in every market sector as well as worldwide which continues to keep investors on the sidelines.  Even professional money managers have cash holdings in excess of the 10 year average.  It seems as if the overwhelming consensus is that the equity markets are bound […]

May 31, 2018 Lesjak Planning Perspective

June 1, 2018 by Lesjak Planning

Markets reached new all-time highs in January with almost non-existent volatility that lasted over fifteen months.  Money flowed into stock investments in record numbers as the new year began.  It all changed abruptly. Attention changed overnight from good corporate earnings, low unemployment, and a steady economic growth rate to inflation, rising interest rates, and a […]

February 2, 2018 Lesjak Planning Perspective

February 2, 2018 by Lesjak Planning

The economy here in the States, as well as the rest of the developed world, continues to improve. In the fourth quarter of 2017, 70% of all companies reporting beat their earnings forecasts and nearly 72% beat their revenue forecasts. Our weaker dollar has helped the overseas market returns explode to the upside as realized […]

Happy New Year 2018!

January 2, 2018 by Lesjak Planning

Over the years we have all seen the equity markets rise, fall, then rise again.  Our lives inevitably change due to circumstances beyond our control.  At times, it may seem there is not much that we do actually control at all.  That is why we set goals, look to the future, formulate a plan. Actually, […]

October 26, 2017 Lesjak Planning Perspective

October 26, 2017 by Lesjak Planning

Something very interesting has been happening to the S&P 500 Index. It has just completed an unprecedented string of continuous records. The index closed at new highs each day of the past week, each week in the past six, and each month in the past seven. Never before has this feat been accomplished. This action […]

2017 Mid-Year Update

June 28, 2017 by Lesjak Planning

As we reach the halfway point of 2017, we can summarize the year as being positive so far. In terms of the various markets, results have been on the positive side for most sectors. Except for the one day in May where the Dow Industrials dropped over 350 points, the equity markets have gradually climbed […]

March 15, 2017 Lesjak Planning Perspective

March 15, 2017 by Lesjak Planning

While the first smartphones were actually created in the late 1990’s, it wasn’t until 2007 that Apple famously unveiled its first iPhone and revolutionary touch display.  The ten years since saw the smartphone become intertwined with our daily lives because of ingenuity and seemingly limitless applications.  It is estimated over one billion smartphones were sold […]

Happy New Year 2017

December 28, 2016 by Lesjak Planning

We would like to take this opportunity to wish you a safe, healthy, and prosperous New Year and to recognize and appreciate the relationship that we have with you. Your family’s well-being and financial progress is the cornerstone of our commitment, which we take very seriously. Change has been a constant during our time together […]

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • 5
  • …
  • 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.