by admin | Dec 20, 2024 | Market Outlook, Weekly Wrap
Dear Friends, Looking back on 2024, it clearly echoed many of the themes from 2023. There were some brief economic growth scares along the way, but the broader economy continued to defy expectations and surprised once again to the upside. As 2025 approaches, there are...
by admin | Dec 6, 2024 | Market Outlook, Weekly Wrap
Dear Friends, Solid gains for stocks gave investors a November to remember. In fact, the S&P 500’s more than 5% advance marked its best month of 2024. Several factors played into the stock market’s continued move higher. The U.S. economy continued its steady run...
by admin | Nov 22, 2024 | Market Outlook, Weekly Wrap
Dear Friends, Whether you make a New Year’s resolution or simply make a ‘to-do’ list each January, we thought we could help you stay organized with important financial planning considerations in the new year. Taking on all aspects of financial planning at one time may...
by admin | Nov 10, 2024 | Market Outlook, Weekly Wrap
At The Legacy Foundation, we would like to commemorate and honor active and former brave men and women who have gallantly served our country. A special thanks to Patrick Hamilton here at the Legacy Foundation for his Naval service for over a...
by admin | Oct 25, 2024 | Market Outlook, Weekly Wrap
Dear Friends, The third quarter earnings season is off to a strong start, with banks leading the way and reporting an average earnings surprise of 6%. This positive momentum is supported by a steadily growing economy, which continues to drive revenue opportunities...
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