Insightful Content

Ongoing research is our priority because the advice we provide today may change tomorrow

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In our last client letter, 2021: Beyond COVID – Investing in the “New Normal,” we provided our outlook on the
Market Outlook
While 2020 has been a tumultuous year, it did present several investment opportunities that benefitted our clients’ retirement portfolios. As we
Portfolio Research
Dear Friends, As we approach the end of 2020 and the upcoming holiday season, your advocates at the Legacy Foundation
Market Outlook
  Stocks slipped from record highs in volatile trading on Friday as lawmakers struggled to bridge differences on additional coronavirus
Weekly Wrap
This week, we wanted to address why some people say that September is the worst month for investing? Often in
Market Outlook

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