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LynnLeigh & Company, LLC
Home
What We Do
What Sets Us Apart
Who We Help
How We Help
Who We Are
Education, Articles & Events
Workshops
LynnLeigh Blogs
The LynnLeigh Journal
LL&C Quarterly Trade Memos
Investor Academy
Checklist Central
Client Portal
Home
Folder: What We Do
Back
What Sets Us Apart
Who We Help
How We Help
Who We Are
Folder: Education, Articles & Events
Back
Workshops
LynnLeigh Blogs
The LynnLeigh Journal
LL&C Quarterly Trade Memos
Investor Academy
Checklist Central
Client Portal
Q3 - 2025 Trade Memo: Resilience in Motion
Investment Management Kelly Olczak 9/22/25 Investment Management Kelly Olczak 9/22/25

Q3 - 2025 Trade Memo: Resilience in Motion

Explore what changed in your portfolio this quarter—and why we’re staying both strategic and grounded as markets shift and the Fed finally moves.

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Q2 - 2025 Trade Memo: Navigating New Terrain with Focus and Flexibility
Investment Management Kelly Olczak 5/20/25 Investment Management Kelly Olczak 5/20/25

Q2 - 2025 Trade Memo: Navigating New Terrain with Focus and Flexibility

Markets rallied—but we didn’t just ride the wave. In Q2 2025, we made disciplined, forward-looking portfolio adjustments. Watch the video to see how we’re positioning for what’s next.

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Q1 - 2025 Trade Memo: Strategic Adjustments for Growth and Risk Management
Investment Management Kelly Olczak 3/1/25 Investment Management Kelly Olczak 3/1/25

Q1 - 2025 Trade Memo: Strategic Adjustments for Growth and Risk Management

In our Q1 2025 trade memo, we highlight strategic adjustments made to the portfolio, including a focus on U.S. stocks, tactical risk management, and navigating inflationary pressures. Read more to understand how these adjustments align with current market conditions.

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LynnLeigh and Company | Fiduciary Financial Advice |

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