Our Blog

Topics
age
Retirement Planning

Staying Physically and Financially Fit as You Age

Aging is an inevitable journey, but the quality of that journey can be greatly enhanced through mindful daily practices. Maintaining physical and mental health as we age is not solely about exercise, though that certainly plays a vital role. Experts

Read More »
Chart Check

Uneven Rise in Unemployment – 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

Read More »
Chart Check

Yield Curve Uninverts – 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

Read More »
emergency fund
Financial Planning

Five Essential Steps to Establishing an Emergency Fund

An emergency fund is a beacon of financial stability in today’s unpredictable environment. Unforeseen expenses such as medical emergencies, sudden unemployment, or urgent home repairs can lead to significant financial stress. However, an emergency fund is a financial safeguard, providing

Read More »
Chart Check

Wind Overtakes Coal – 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

Read More »
capital gains taxes
Tax Planning

Understanding Capital Gains Taxes and Planning

Capital gains taxes might seem like a complex concept reserved for Wall Street professionals, but they affect most investors and many homeowners. Understanding capital gains taxes can help you make informed decisions and retain more of your earnings, whether you’re

Read More »
mission
Economic and Financial Digest

Mission Accomplished? – July 2024

In the spring of 2022, the Federal Reserve embarked on a mission to wrestle inflation under control without sinking the economy. At the time, the Fed’s preferred inflation measure, the core Personal Consumption Deflator, increased at 5.5% year-over-year, and the

Read More »
Chart Check

Small Caps Roar – July 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

Read More »