Logan Bennis, RJFS

Logan Bennis, RJFS I'm a Financial Advisor based in Palm Harbor, Florida. Connect for help navigating the world of money with confidence!

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07/21/2026

DIY investing sounds empowering, but for small business owners, it often leads to the same costly traps.

Concentrating too much in stocks you "know" because of your industry. Trying to time the market with cash your business actually needs. Making emotional sell decisions when your company hits a rough quarter.

And two that quietly do the most damage: skipping a proper emergency fund to chase returns, and ignoring how frequently trading affects your tax bill during profitable years.

If you're curious whether any of these patterns are showing up in your own finances, schedule a conversation through the link in my bio.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. VanLeeuwen Wealth Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James Financial Services is a financial advisor serving young professionals and small business owners.

07/15/2026

Waiting for a dip could cost you more 📉

Every time the market sets a new record, the instinct for many investors is to pause and wait for things to cool off before putting money in.

But here's what that instinct often misses: the S&P 500 has historically closed at all-time highs on about 7% of all trading days since 1950. Highs are not the exception. For a market that trends upward over time, they are closer to the norm.

Over the last three decades, long-term investors who stayed in the market through those peaks saw roughly 10.8% annualized returns (JP Morgan).

Now consider the flip side. Missing just the 10 single best trading days over a 20-year stretch can reduce your total returns by nearly half. Those days are nearly impossible to predict, and they frequently arrive in the middle of periods of maximum uncertainty, right when most people are waiting on the sidelines.

The cost of waiting for the "right" moment can quietly compound over time in ways that are easy to underestimate.

For a personalized investment strategy that takes the guesswork out of market timing, schedule a call through the link in bio.

07/13/2026

Most people guess at retirement. These 3 habits change that. 👀

There's a reason some people hit their retirement goals and others spend their final working years hoping for the best.

It usually isn't income. It isn't luck. It comes down to a few consistent habits that quietly compound over decades.

The first habit is something you can set up once and benefit from for the next 30 years.

The second kicks in every time you get a raise, and most people completely miss this window.

The third involves where your emergency fund is sitting right now. In 2026, the wrong account could be costing you meaningful returns without you even noticing.

These aren't flashy strategies. But they're the ones that actually show up in retirement success stories.

07/12/2026

You've spent years building your savings. Maybe you're sitting on $100k, $300k, or more.

But what happens if something unexpected takes you out of work for 6 months to a year?

Most people don't realize how quickly a health event can force them to start selling investments just to cover everyday expenses. And once that money stops compounding, the long-term impact is bigger than most people expect.

The number of families who walk through our door without any disability coverage in place is striking. It's one of the most common gaps we see, and one of the most important ones to close.

Watch this video to find out what most families are missing and how to make sure your nest egg stays protected. Sean Trace and I discuss this and much more on a recent episode of his podcast Grow Money. Check it out!

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Logan Bennis is a financial advisor.

07/10/2026

What if the best investment you could make right now has nothing to do with the stock market? 👀

For young professionals and business owners, your income is your most powerful wealth-building tool. And the best way to grow your income? Grow yourself.

Courses. Certifications. Seminars. Workshops. Hands-on learning at work.

Every skill you add compounds over time, just like your investments do. The smarter and more capable you become in your field, the more earning power you have, and that creates the foundation everything else is built on.

Investing matters. But your ability to earn is what gives you something to invest in the first place.

Don't sleep on the asset you carry with you every single day. 💡Sean Trace and I discuss this and much more on a recent episode of his podcast Grow Money. Check it out!

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Logan Bennis is a financial advisor serving young professionals and small business owners.

07/08/2026

Jimmy Buffett had $275M and a trust. His family still ended up in court. 👀

If professional planning couldn't prevent a legal battle for one of the most beloved artists of our time, what does that mean for the rest of us?

The real issue isn't how much money you have. It's whether your family knows the plan, and whether the right people are in charge of carrying it out.

Nearly 1 in 3 Americans have experienced family conflict tied to estate planning gaps. And only 32% of Americans actually have an estate plan in place.

There are three things that can make the difference between a smooth transition and a courtroom battle, and most people skip at least one of them.

Watch to find out what they are.

07/05/2026

Most people have no idea where their money goes 👀

And that's exactly why financial freedom feels out of reach for so many, even people with solid incomes.

The missing piece usually isn't a bigger paycheck. It's a system.

When you understand how to allocate your cash flow intentionally across retirement savings, emergency reserves, and longer-term goals, everything shifts.

Seeing that plan written out, with real numbers and real timelines tied to things that actually matter to you, whether that's retiring early, funding your kids' education, or building generational wealth, creates a level of clarity that's hard to describe until you experience it.

And because life doesn't stay still, a good plan doesn't either. The best cash flow strategies evolve as your income, your family, and your goals change over time.

This video walks through the framework that makes all of this possible.

To a a quarter millennium of big dreams. 🍻Jada and I are getting ready for our 3rd annual Fourth of July party, and it's...
07/04/2026

To a a quarter millennium of big dreams. 🍻

Jada and I are getting ready for our 3rd annual Fourth of July party, and it's one of my favorite weekends of the year.

Great friends, great food, probably a little too much beer, and our neighbor Chad volunteering to be the neighborhood fireworks expert.

This holiday always reminds me how fortunate we are to live in a country where you can build a business, provide for your family, and create opportunities through hard work.

Hope everyone has a fun, safe weekend celebrating America's 250th birthday!

Last night, I had the honor of being inducted as the President of the Dunedin Waterside Rotary Club.When I joined Rotary...
07/02/2026

Last night, I had the honor of being inducted as the President of the Dunedin Waterside Rotary Club.

When I joined Rotary just a year ago, I had no idea I'd become part of such an incredible group of people. What started as a way to get more involved in the community quickly turned into meaningful friendships.

For those who aren't familiar, Rotary is a global network of volunteers and professionals dedicated to serving their communities, supporting local and international causes, and living by the motto, Service Above Self. You probably have a local chapter in your town so check it out!

I can't wait to work alongside this amazing group as we continue finding ways to give back and make a positive impact in our community.

Here's to a great year ahead!

07/01/2026

Starting 10 years late could cost you hundreds of thousands. ⏰

Address

2138 Alt 19, Suite D
Palm Harbor, FL
34683

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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