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 [...]

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 [...]

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 Steve Wachs, CFP® “Though markets are generally rational, they occasionally do crazy things. Seizing the opportunities then offered does not require great intelligence, a degree in [...]

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 [...]

By Steve Wachs, CFP® Here is your first quiz for the new year. What is the origin of the WIN button above? Your reward for answering the question correctly is you can stop reading this [...]

by Steve Wachs, CFP® My wife and I have property in Northwest Arkansas which is beautiful this time of year. On one of the trails illuminated by the fall tree colors, we came across a sign [...]

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, [...]