By Steve Wachs CFP®                    “We have long felt that the only value of stock forecasters is to make fortune-tellers look good. Even now, Charlie (Munger) and I continue to believe 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 Steve Wachs,  CFP® “Worry is paying interest on a debt you don’t owe.” – Mark Twain Climbing a wall of worry is defined as a market uptrend that occurs when there is significant [...]

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®                                                      May 2018 I was fortunate to recently hear Condoleezza Rice speak at a conference. From North Korea to Russia to Syria to [...]

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 [...]