Leading Edge Wealth Advisors

06/02/2026

TDF Funds

04/28/2026

In this video, Spencer from Leading Edge Wealth Advisors breaks down the key risks and emerging trends shaping the S&P 500 Index. He provides clear insights to help you better understand current market dynamics and what they could mean for investors moving forward.

03/31/2026

In today’s uncertain market environment, volatility can feel overwhelming—but history tells a different story.
In this video, Spencer Neal of Leading Edge Wealth Advisors breaks down how markets have historically responded during periods of global tension and economic uncertainty.

03/07/2026

How do wars actually affect the stock market? With recent tensions in the news, Spencer breaks down what history shows about market performance during major conflicts since 1991—and why long-term perspective matters for investors.

02/19/2026

Accrued interest vs. compound interest — understanding the difference can play a big role in how your money grows over time. Swipe through for a simple breakdown of what each term means and why it matters for your long‑term financial plan.

At Leading Edge Wealth Advisors here in Annapolis, we help clients make sense of the details so they can move forward confidently. If you’d like guidance that’s tailored to your retirement, investment, or tax‑efficient planning goals, we’re here to help. Reach out anytime to get started.

02/13/2026

February is all about love — and a good reminder that while relationships are priceless, the milestones along the way often come with real price tags. Here’s a quick look at what many Americans spend as they build a life together:

💘 Date nights add up: Roughly $2,279 per year on average
💘 Engagement rings: Around $5,000 on average in 2025 (and about 1 in 3 spent under $3,000)
💘 Weddings: Averaged about $33,000 in 2025, or roughly $284 per guest
💘 Honeymoons: Often near $5,000 depending on destination and length of stay
💘 Buying a home: The median U.S. list price in 2025 was $405,967

Whether you're planning your future in Annapolis, Severna Park, Arnold, or anywhere around the Chesapeake Bay, thoughtful financial planning can make these milestones feel a lot more manageable.

If you’d like to talk through saving, investing, or planning for any of these big moments, we’re here to help at Leading Edge Wealth Advisors.

02/10/2026

February is Insure Your Love Month—a great reminder to protect the people who mean the most to you. ❤️

Life insurance isn’t just for “what if.” The right policy can support your long‑term goals and your family’s financial confidence here in Maryland:

💙 Provides financial security for the people you love
💙 Delivers tax‑free benefits to your beneficiaries
💙 May offer living benefits, including access to cash value for health expenses or education
💙 Optional riders like long‑term care or return of premium can add flexibility and peace of mind
💙 Helps you leave a legacy for family or your favorite cause in the Annapolis community

If you’d like a second opinion on your current coverage—or want to explore the right fit for your stage of life—we’re here to help.

02/05/2026

01/31/2026

It’s a new year, time to check in on your 401k!

01/27/2026

National College Financial Prep Week is here. It’s a perfect reminder for students and parents that it’s time to get your Free Application for Federal Student Aid (FAFSA) application in if you haven’t already.

Here’s why it matters:

✅ The FAFSA is the gateway to federal grants, work-study programs, and federal student loans.
✅ Many states and colleges use FAFSA results to determine scholarship eligibility. It’s not just used for need-based aid; it is also considered for merit scholarships.
✅ Filing earlier (the FAFSA for 2026-2027 is open now) can help increase your chances of receiving the best aid package possible.

If you have questions about how student loans fit into your overall financial plan — or how they may affect your family’s long-term wealth management goals — we’d be glad to walk through the options with you. Give us a call anytime.