Leavell Investment Management, Inc.

05/20/2026

The Importance of Having a Will: An Estate Planning Perspective from an Investment Advisor.

A current will is one of the most important and often overlooked parts of a financial plan. It helps protect loved ones, reduce conflict, provide clarity, and ensure assets are distributed according to your wishes. Financial success is not just about building wealth. It is about transferring it intentionally.

Learn more about why estate planning matters and how a properly executed will can help protect your legacy.

05/20/2026

Read our new article, "The Importance of Having a Will: An Estate Planning Perspective from an Investment Advisor."

A current will is one of the most important and often overlooked parts of a financial plan. It helps protect loved ones, reduce conflict, provide clarity, and ensure assets are distributed according to your wishes. Financial success is not just about building wealth. It is about transferring it intentionally.

Learn more about why estate planning matters and how a properly executed will can help protect your legacy.

The Importance of Having a Will: An Estate Planning Perspective from an Investment Advisor As an investment advisor who has spent over two decades helping clients build, protect, and transfer wealth, I have witnessed the value of having a properly executed last will and testament. Working to build

05/15/2026

Congratulations to John Wade Therrell on being featured in the “Faces of Finance” section of the May issue of — Baldwin County Spotlight. A well-deserved recognition of his leadership, dedication to clients, and impact across the Alabama financial community.

05/07/2026

As of today, markets continue to navigate volatility driven by geopolitical tensions, shifting global supply chains, and the rapid evolution of artificial intelligence. While the first quarter brought increased uncertainty across several sectors, long-term market performance remains resilient — reinforcing the importance of maintaining a disciplined, long-term investment approach.

At Leavell Investments, we continue to closely monitor evolving market conditions while helping clients stay focused on their individual goals, risk tolerance, and long-term financial plans.

Read our 1st Quarter Commentary. 🔗 in Bio.

05/07/2026

As of today, markets continue to navigate volatility driven by geopolitical tensions, shifting global supply chains, and the rapid evolution of artificial intelligence. While the first quarter brought increased uncertainty across several sectors, long-term market performance remains resilient — reinforcing the importance of maintaining a disciplined, long-term investment approach.

At Leavell Investments, we continue to closely monitor evolving market conditions while helping clients stay focused on their individual goals, risk tolerance, and long-term financial plans.

Read our 1st Quarter Commentary here.https://leavellinvestments.com/wp-content/uploads/2026/05/2026-03-31-Q1-Commentary.pdf

04/21/2026

Fixed income has come a long way—from the days of predictable income and “coupon clipping” to today’s complex, yield-driven landscape.

As interest rates have declined over the past several decades, investors have been pushed to take on more risk in search of return—reshaping the role bonds play in a portfolio.

Understanding this evolution is key to navigating today’s market environment.

Read more →

Fixed Income from A to Z: Volker’s Austerity to Bernanke’s ZIRP The implications of declining interest rates and the emergence of private credit Part 1: From coupon clipping to chasing yield If you ask an investor from a previous generation to describe a bond, you’ll likely hear a simple

03/24/2026

Always a privilege to invest in the next generation.

03/16/2026

Tax season is a great time to revisit smart planning strategies.

If you’re 70½ or older and already giving to charity, a Qualified Charitable Distribution (QCD) may allow you to support causes you care about while potentially lowering your taxable income.

Learn more in our latest "Leavell Up" article:

Charitable Giving in a Tax-efficient Way Tax filing season is in full swing, and many people are paying closer attention to income, deductions, and their overall tax picture. It’s also a great time to revisit tax planning strategies that can improve your financial plan over the long term.

02/23/2026

Welcome, Richard Littrell, to our Birmingham office!

Prior to joining the firm in 2026, Richard was a Managing Director of Wealth Management at Oakworth Capital Bank, a Vice President in Private Wealth Management at Regions Bank, and an Associate Attorney at Christian and Small, LLP. Richard received his B.S. degree from the University of Alabama in 2003 and his J.D. from Cumberland School of Law in 2007. He has been involved in the wealth and investment management business since 2012. Richard has been a member of the Director’s Circle of UAB’s Comprehensive Cancer Center and a board member for Preschool Partners. In his free time, he enjoys playing golf, fishing, traveling, and spending time with his family.

02/20/2026

Social Security Timing: What Age Is Best for You?

One of the most important retirement decisions isn’t just how much you’ve saved — it’s how you turn savings into reliable income. And for most retirees, Social Security sits at the center of that conversation.

There’s no universal answer. The right timing depends on your income needs, health outlook, work plans, tax strategy, and family considerations.

The best age isn’t earliest or latest — it’s the one that fits your plan.

Thoughtful planning makes a difference. Read more at our “Leavell Up” link in bio ☝️