The Federal Reserve’s Great Balancing Act

Lately, there has been significant media coverage about the sharp rise in inflation after the latest data released by the U.S. Bureau of Labor Statistics (BLS) showed that the Consumer Price Index (CPI), which measures the change in prices paid by consumers for goods...
The Weekly Wrap October 22nd 2021

The Weekly Wrap October 22nd 2021

The S&P 500 edged lower a day after the benchmark closed at a record. The broad market index fell 0.02% while the Dow Jones Industrial Average added 86 points, or 0.2%, helped by a 4% rise in shares of American Express, which reported strong quarterly earnings...
Beyond Covid Investing In The New Normal

Beyond Covid Investing In The New Normal

While 2020 has been a tumultuous year, it did present several investment opportunities that benefitted our clients’ retirement portfolios. As we approach the upcoming holiday season and what we all hope will be a better New Year in 2021, we wanted to provide our...
A Message From The President

A Message From The President

Dear Friends, As we approach the end of 2020 and the upcoming holiday season, your advocates at the Legacy Foundation would like to extend our heartfelt gratitude for your trust and confidence in our ability to guide you through the financial challenges and the life...