by Judy Esau | Sep 11, 2019 | Portfolio Research
There have been three primary drivers regarding the most recent market volatility, the ongoing US/China trade conflict, increasing signs of slowing US economic growth, and data indicating that global manufacturing is slowing for the first time in 3 years. Looking...
by Judy Esau | Aug 22, 2019 | Portfolio Research
Gold prices recently topped $1,500 a troy ounce for the first time in six years, extending a rally that began earlier this year. So, why is the price of gold rising, and what impact will this have on your retirement portfolio? The answer to the first part of this...
by Judy Esau | Feb 8, 2019 | Estate Planning
At The Legacy Foundation, we incorporate thoughtful discussions about not only our clients but our clients’ family members – their parents and their children. Being able to advocate for an entire family is part of a holistic approach which is almost always overlooked...
by Judy Esau | Sep 13, 2017 | ESG
Many investors today are interested in aligning their investments with their personal beliefs and values. It’s the primary reason why socially responsible or ESG (Environmental, Social, Governance) investing has been one of the most popular and quickly growing...
by Judy Esau | Sep 16, 2016 | Market Outlook
You may have heard about how European and Japanese central banks have been adopting increasingly unconventional monetary policies, most notably lowering their short-term interest rate to below 0%. Yes, although hard to believe, many countries around the world now have...
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