Insightful Content

At The Legacy Foundation, we incorporate thoughtful discussions about not only our clients but our clients’ family members – their
Estate Planning
Many investors today are interested in aligning their investments with their personal beliefs and values. It’s the primary reason why
Asset Allocation, ESG Investing
You may have heard about how European and Japanese central banks have been adopting increasingly unconventional monetary policies, most notably
Asset Allocation, Economics
During our annual account reviews at The Legacy Foundation, we review and discuss key events that shaped the investment environment
Economics, Portfolio Monitoring
My last financial planning article that spoke to a retirement income strategy that could be implemented through Social Security –
Insurance, Retirement Income

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