by Judy Esau | Mar 17, 2016 | Market Outlook
During our annual account reviews at The Legacy Foundation, we review and discuss key events that shaped the investment environment in the previous year and how these events factored into our decisions regarding portfolio allocations. While no financial adviser has a...
by Judy Esau | Jan 10, 2016 | Market Outlook
My last financial planning article that spoke to a retirement income strategy that could be implemented through Social Security – file and suspend – has been modified or rescinded for many. The idea was to be able to tap into your spouse’s benefits before taking your...
by Judy Esau | Jul 9, 2015 | Market Outlook
If asked on New Year’s Day 2015, what factors would be determining the direction and volatility of the U.S. markets by the middle of the year, I would have guessed speculation about the U.S. Federal Reserve’s monetary policy. However, foreign matters, specifically...
by Judy Esau | Jun 24, 2015 | Market Outlook
Many clients have seen an article published online[1] which suggests the Dow Jones Index, a common measure for the performance of the U.S. stock market, could drop 4,000 points. Indeed, the first half of 2015 has certainly seen a lot of market volatility and...
by Judy Esau | Mar 3, 2015 | Estate Planning, Retirement Planning
There are three guarantees in life…..death, taxes….and caring for the elderly. The ‘long-term care insurance’ discussion is being avoided by many individuals who, in fact, would be prime candidates to secure this insurance sooner than they think they should. With 60...
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