Judith Liotta Leahy, CIMA | Source | Senior Wealth Advisor, Citi Personal Wealth Management at Citi

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Judith Liotta Leahy, CIMA

Senior Wealth Advisor, Citi Personal Wealth Management at Citi and 2 other companies
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Judith is a Senior Wealth Advisor at Citi Global Wealth. She is a seasoned Financial Advisor with over 30 years of experience in the financial services industry. She covers all aspects of financial planning, retirement planning, wealth transfer, and investment advisory services offered through the Wealth Management Platform at Citigroup. Judith specializes in asset management and financial planning while creating appropriately allocated portfolios with a keen eye toward managing risk.

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  • Citi Advisor's Three-Bucket Savings Strategy
    Judi Leahy of Citi Personal Wealth Management advises a tailored three-bucket approach for savings: immediate liquidity, intermediate cash flow investments, and long-term growth assets.
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  • The 60/40 portfolio may be making a comeback despite being declared dead by many strategists over the last couple of years. A year ago people were saying 60/40 (a portfolio of 60% equities and 40% bonds) was dead because of the low interest rate environment, but it may be trying to resurrect itself because bonds are doing better. The 60/40 strategy may be one of the strategies that can now be used by retirees who have lost money during the recent selloff of stocks.

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