Thank You for 25 Years


by Steve Wachs, CFP® August 2022 “You do not need to know precisely what is happening, or exactly where it is all going.  What you need is to recognize the possibilities and challenges ...

The Legacy Perspective – June 2022


by Steve Wachs, CFP® “Though markets are generally rational, they occasionally do crazy things. Seizing the opportunities then offered does not require great intelligence, a degree in ...

“I Like Warm Hugs”


by Roger A. Shake, CFP®, RLP®, CeFT® May 2022 In 2013 Disney released the animated movie ‘Frozen.’ It’s the story of a princess, Anna, setting out on a quest to locate her estranged sister, Elsa, ...

The Legacy Perspective – April 2022


by Steve Wachs, CFP® The paragraph below is a first quarter update that we recently received from JP Morgan. It does a good job of providing facts about recent returns in different asset classes ...

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