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...

Portfolio Construction at The Legacy Foundation

Our construction process begins with collecting pertinent client information, including a capital needs analysis and risk tolerance profile. Once a client’s information has been obtained, an initial portfolio can be created and rebalanced periodically.Each portfolio...

Q2 Federal Open Market Committee Summary

In the past 6 weeks markets have seen a significant amount of volatility, linked almost entirely to anticipated changes in monetary policy. Specifically, the Federal Reserve Board has attempted to stimulate the economy in several ways since the recession.  The first...

Finding Fixed Income

In the recent past, annuity investments were generally frowned upon by advisors, due largely to their inflexibility, fees and the use of them inside retirement programs that were already tax sheltered programs. Limitations with regard to survivorship options,...