Leo Sbardella Jr., Financial Professional

Leo Sbardella Jr., Financial Professional Financial Services They are not intended, and should not be relied upon, as insurance, investment or financial advice. Equal Opportunity Employer – M/F/D/V.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or

solicitation of any kind. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title
Important Information & Disclosures: http://bit.ly/2f98X9d

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
06/10/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?". ...
06/08/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?".https://static.fmgsuite.com/media/documents/999887cf-1fb3-42da-a4b2-ee341d256584.pdf

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
06/08/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/05/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if b...
06/03/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc....
06/02/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "Add Context, and Stock Market Valuations are Far". ...
06/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Add Context, and Stock Market Valuations are Far".https://static.fmgsuite.com/media/documents/53a69ec5-417f-4f30-b2d7-c3c22f440321.pdf

06/01/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Every year since 1947, the U.S. President pens an economics textbook.
05/29/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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11325 N. Community House Road Suite 450
Charlotte, NC
28277

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