By Steve Wachs, CFP ® “Everybody has a plan until they get punched in the mouth” – Mike Tyson As financial planners, we believe it is extremely important to have a plan. For [...]

By Steve Wachs, CFP®   “Life is like a roller coaster. Sometimes you close your eyes and hold on in sheer terror, other times you just have to raise your hands up in the air and enjoy the [...]

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 [...]

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 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 Steve Wachs, CFP®                                 “We do our best work planning for a market correction rather than reacting during a market correction since we are never sure when they will [...]

 by Steve Wachs, CFP®                                                      February 2018 Six Flags Over Wall Street has returned. Over the past week, the Dow Jones Industrial Average moved down [...]

By Steve Wachs, CFP®                                                   The Perfect Season Miami Dolphins – NFL Football – 1972 – 17-0 Indiana Hoosiers – NCAA Basketball – 1976 – 32-0 [...]

By Steve Wachs, CFP® “First, no one knows what events are going to transpire. Second, no one knows what the market’s reaction to those events will be.” Howard Marks, Co-Chairman Oaktree Capital [...]