by admin | Apr 26, 2024 | Weekly Wrap
Dear Friends, For the past two weeks, we’ve seen the markets pull back due to geopolitical tensions and sticky inflation data. Meanwhile, we’ve also seen the markets rebound after strong earnings were released from S&P 500 companies. The mixed picture is testing...
by admin | Apr 26, 2024 | Weekly Wrap
Dear Friends, Recently, we have fielded questions regarding the option to convert Traditional IRAs into Roth IRAs. There are many factors that go into making the determination as to who would benefit from this strategy. To better understand this option, we will...
by admin | Apr 12, 2024 | Weekly Wrap
Dear Friends, In honor of Earth Month, the University of Virginia is hosting several events to bring awareness to sustainability in our daily lives. As a B Certified organization, the Legacy Foundation has a commitment to incorporate sustainable investment strategies...
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