by Judy Esau | Nov 24, 2021 | Market Outlook
Lately, there has been significant media coverage about the sharp rise in inflation after the latest data released by the U.S. Bureau of Labor Statistics (BLS) showed that the Consumer Price Index (CPI), which measures the change in prices paid by consumers for goods...
by Judy Esau | Oct 25, 2021 | Weekly Wrap
The S&P 500 edged lower a day after the benchmark closed at a record. The broad market index fell 0.02% while the Dow Jones Industrial Average added 86 points, or 0.2%, helped by a 4% rise in shares of American Express, which reported strong quarterly earnings...
by Judy Esau | Mar 5, 2021 | Market Outlook
In our last client letter, 2021: Beyond COVID – Investing in the “New Normal,” we provided our outlook on the markets, the economy, and policies in 2021 that we expected would have the most significant impact on the investment decisions we make for...
by Judy Esau | Dec 23, 2020 | Portfolio Research
While 2020 has been a tumultuous year, it did present several investment opportunities that benefitted our clients’ retirement portfolios. As we approach the upcoming holiday season and what we all hope will be a better New Year in 2021, we wanted to provide our...
by Judy Esau | Dec 21, 2020 | Market Outlook
Dear Friends, As we approach the end of 2020 and the upcoming holiday season, your advocates at the Legacy Foundation would like to extend our heartfelt gratitude for your trust and confidence in our ability to guide you through the financial challenges and the life...
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