By Roger A. Shake, CFP®, RLP®, CeFT® November 2022 Now at an estimated $1.5 billion, the Powerball jackpot is quickly approaching a world record amount after 39 consecutive drawings [...]

We are pleased to announce that Legacy Consulting Group was named again as one of D Magazine’s 2022 Top Wealth Managers. In addition, Roger A. Shake, CFP®, RLP®, CeFT® and Steven G. Wachs, CFP® [...]

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 [...]

By Matt Quinn, CFA® March 2022 “In your life expect some trouble. When you worry you make it double. But don’t worry, be happy, be happy now.” For your second quiz of the year, did those lyrics [...]

By Steve Wachs, CFP® Here is your first quiz for the new year. What is the origin of the WIN button above? Your reward for answering the question correctly is you can stop reading this [...]

by Steve Wachs, CFP® My wife and I have property in Northwest Arkansas which is beautiful this time of year. On one of the trails illuminated by the fall tree colors, we came across a sign [...]

by Steve Wachs, CFP® “As the economic expansion continues, inflation fears are escalating. The Federal Reserve considers yet another interest rate increase to engineer a soft-landing. However, [...]

by Roger A. Shake, CFP®, RLP®, CeFT®                  March 2021   Have you ever been blindsided by a life event or by your feelings about it? When I hear that question, my immediate [...]

By Matt Quinn, CFA®                                       November 2020 “Clowns to the left of me, Jokers to the right, here I am, Stuck in the middle with you.” The main line from the 1973 hit [...]

by Steve Wachs, CFP® Some of you may recognize this quote. Was it spoken by FDR, Winston Churchill, or Ronald Reagan? Actually, it is spoken by Coach Eric Taylor from the fictional television [...]