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 [...]

2020 will go down as one of the most difficult years in our lifetime.  For many, it has been a year of transitions.  Big transitions include loss of a job, retirement, business sale, or death of [...]

Legacy Consulting Group is excited to announce that we have been formally recognized by several organizations. We are proud of the work our team has done and appreciate the wonderful clients that [...]

by Steven G. Wachs, CFP® “You must never confuse faith that you will prevail in the end—which you can never afford to lose—with the discipline to confront the most brutal facts of your current [...]

By Steve Wachs CFP®                    “We have long felt that the only value of stock forecasters is to make fortune-tellers look good. Even now, Charlie (Munger) and I continue to believe that [...]

By Steve Wachs,  CFP® “Worry is paying interest on a debt you don’t owe.” – Mark Twain Climbing a wall of worry is defined as a market uptrend that occurs when there is significant [...]

The last article in the series “Three Questions That Can Predict Future Quality of Life” as we age written by Joseph Coughlin, PhD is below. It addresses the subject of maintaining a strong [...]

Second, in the series of “Three Questions That Can Predict Future Quality of Life” as we age, written by Joseph Coughlin, PhD is below.  Roger met Dr. Coughlin about five years ago after his [...]