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 [...]

By Matt Quinn, CFA®                                                     March 2018 How to get the most out of Texas homeowner exemptions According to Realtor.com’s 2018 National Housing Forecast, [...]