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...
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...

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...

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retirement income strategy that could be implemented through Social Security – file and suspend – has been modified or rescinded for many.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