Insightful Content

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore magna sit voluptatem aliqua.

Did You Know?

Did You Know?

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 in the planning process.

Read More
Socially Responsible or ESG Investing: A Brief Primer

Socially Responsible or ESG Investing: A Brief Primer

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 investment trends in the last ten ...

Read More
Negative Interest Rates: Uncharted Waters

Negative Interest Rates: Uncharted Waters

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 negative interest rates, with ...

Read More

Why 2015 is still relevant in 2016

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 crystal ball, we do use macro ...

Read More

What’s New For 2016

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retirement income strategy that could be implemented through Social Security – file and suspend – has been modified or rescinded for many.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 own benefit in order to ...

Read More

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 activity in the equity markets ...

Read More

Get ready for a 4,000-point Dow drop (???)

  Many clients have seen an article published online 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 minimal upside. As of market close ...

Read More

Begin the Long-Term Care Discussion

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 being the new 50, people are ...

Read More

Do You Know About Virginia Conservation Tax Credits?

  What are Virginia Conservation Tax Credits? The state of Virginia provides a tax incentive for the owners of undeveloped land to keep that land in its undeveloped state. If the owner of land that meets Virginia’s public conservation criteria decides to retire that land from development in ...

Read More

What’s In Your Target Date Fund?

“Would the Target Date funds offered by my employer be a sufficient alternative to active asset allocation?” This is a question many investment professionals address regularly and there is no easy answer. However, contained herein is an attempt to describe Target Date funds and contrast them to ...

Read More

Reach Us

Sed ut perspiciatis unde omnis iste natus voluptatem.

13005 Greenville Avenue,
California, TX 70240

+22 140 006 754

contact@divifinance.com

Leave A Message