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suddenly wealthy
Financial Planning

Avoiding Common Mistakes for the Suddenly Wealthy

Sudden wealth often brings a sense of excitement and limitless possibilities. It’s the dream that can turn an ordinary life into something extraordinary overnight. However, with this newfound prosperity comes the potential for significant challenges, which we’ll help you navigate.

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Chart Check

Diesel at Multi-Year Lows – September 2024 Chart Check

Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over

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Chart Check

Refinancing Activity Spikes – August 2024 Chart Check

Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over

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utility
Investment Management

The Impact of Artificial Intelligence on Your Utility Bill

Artificial Intelligence (AI) has become a transformative force across various sectors, from healthcare to finance. Its influence now extends into the energy industry, introducing new challenges and opportunities. While AI-driven technology, particularly within energy-intensive data centers, is leading to increased

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planning
Charitable Giving

Substantial Gifts Merit Thoughtful Planning

Americans have long been recognized for their generosity and commitment to philanthropy. In 2023, the United States witnessed a remarkable event in the philanthropic world-charitable donations reached a record-breaking $557.16 billion, according to the Giving USA 2024 report. This inspiring

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mission
Economic and Financial Digest

Rate Cuts Are On The Way – August 2024

For the first week of the month, it looked like we were entering the time-honored “dog days of August,” the foreboding mindset people get when they feel stuck in the mud and sense things are not going right. On August

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Identity Theft
Cybersecurity

Protecting Yourself from Identity Theft

Identity theft is an increasingly prevalent crime in the United States, with a significant impact on personal finances and taxes. According to a bulletin from the Bureau of Justice Statistics, approximately 10% of Americans aged 16 and older fell victim

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