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 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 [...]

We decided last November to support Metrocrest Social Services this holiday season as our community service project.  In addition to donating our time, we wanted to provide them with much needed [...]

By Matt Quinn, CFA®                                                February 2019 As many of you know, Roger loves sharing books.  He recently encouraged the team at Legacy Consulting Group to [...]

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 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 Matt Quinn, CFA®                                                                   April 2018 How to get the most out of saving for education-related expenses According to The College Board’s [...]