By Steve Wachs, CFP®   “It’s a short trip from the penthouse to the outhouse.” This quote appeared in last year’s Perspective when we asked the question “are we in for an outhouse season in ...

This past November, Legacy Consulting Group announced our intention to donate new shoes to Operation Care for its “Christmas Gift for the Homeless” event being held December 15 at the Kay Bailey ...

By Steve Wachs, CFP® “If the market dives, it must be October.” – Client of Legacy Consulting Group   This was from an email received recently after the stock indexes has declined on ...

By Matt Quinn, CFA®                                                 October 2018 We often get questions from clients about why the price of an investment looks to have declined significantly from ...

By Jennifer Schmitt, CFP®, CPA                   September 2018 Required Minimum Distributions (RMDs) are the minimum amounts taxpayers must begin withdrawing from their tax-deferred retirement ...