by Roger A. Shake, CFP®, RLP®, CeFT® November 2022 Thanksgiving week is here! I don’t know about you, but Thanksgiving is my favorite holiday of the year. Usually family and friends are getting [...]
by Steve Wachs, CFP® November 2022 Deb and I recently were able to visit the Normandy area in France, one of my “Bucket List” destinations. In addition to seeing both Omaha and Gold beach, sites [...]
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® “The nice part about being a pessimist is that you are constantly being either proven right or pleasantly surprised.” George Will Matt recently wrote about the [...]
by Matt Quinn, CFA® September 2022 “Life is just a bowl of cherries. Don’t take it serious, it’s so mysterious. You work, you save, you worry so, but you can’t take your dough when you go go [...]
Roger A. Shake, CFP®, RLP®, CeFT®, Steven G. Wachs, CFP®, and Matt Quinn, CFA® were all selected as 2022 Texas Five Star Wealth Manager recipients. You can read all about it in the August 2022 [...]
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 [...]
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, [...]
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 [...]
