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...

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

  Many clients have seen an article published online[1] 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...

Senior Secured Floating Rate Bonds

Investors looking for income frequently find it in the bond market. Bonds represent a debt obligation that the issuer promises to repay. Amateur investors commonly underestimate the risk of fixed income investments and, therefore, may not fully appreciate the benefits...