Blog & Resources


We’re Hiring!
Legacy is hiring! We are adding a Client Service Administrator to our growing team. Our firm culture, wonderful clients, and growth opportunities make Legacy a
Capitulation: The Ugly Stage of Market Behavior
The equity and bond market worldwide has entered into what many believe is the “capitulation” stage. This usually entails widespread selling without regard to economic
Why Rising Rates Can Be a Good Thing
You’ve heard us preach that long-term market trends are more important than short-term movements. This idea is crucial to financial sustainability, and once again, it
Market Trends Trump Market Movement
When writing financial commentary on the events in Ukraine, it is crucial to note that we approach the topic not by normalizing tragedy but by
Facing Geopolitical Concerns
Market volatility is back. 2022 began with market contractions based on interest rates, Covid, and monetary policy. The drop appeared to be short-lived, as the
A Brief History of Interest Rate Hikes, and What A Hike Means for Your Portfolio
Once again, panic runs rampant in the headlines of the financial world. Describing and understanding this market contraction proves difficult due to the sheer number
Uncertainty Does Not Equal Panic
Once again, the market has taken a noticeable pull-back. With Fed decisions and Covid flashing in the news, uncertainty is in the air. As we
Your Financial Plan is Built for This
As we took in the events of 2021, Legacy positioned our portfolios in expectation of inflation rearing its head due to supply chain issues. As