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Helpful Articles

View helpful articles here to help with questions you may have regarding your financial journey.

end or year in the winter time in big city at night with illuminated Christmas tree under tower walkwayUncategorized
December 6, 2022

Five Things To Do Before End Of Year To Solidify Your Finances

The rush and excitement of the end of year is in full swing as you prepare for the holidays and buy those last-minute gifts for a special loved one. Just…
Generational family taking selfie together while celebrating birthdayUncategorized
November 17, 2022

Small Gifts – Big Impact: Why Annual Exclusion Gifting is a Great Estate Planning Tool

Annual exclusion gifting is perhaps one of the simplest estate planning strategies, and yet, it's one that regularly gets overlooked. Taking advantage of your annual exclusion and implementing a gifting…
Estate Planning strategies help older couples minimize estate and future inheritance taxesUncategorized
August 30, 2022

Estate Planning With SLATs Helps Clients Avoid Taxes, Yet Keep Control

One of the main reasons people avoid reviewing or updating their estate plan is because they believe it means that they will be giving up control of their assets. This…
Capital Gains TaxUncategorized
June 9, 2022

Are Your Mutual Funds Increasing Your Tax Bill? Don’t Let Capital Gains Tax Surprise You.

Many tax professionals in accounting offices across the country have had to deliver unexpected news to their clients this year about the capital gains tax increasing the amount of total…
estate tax exemptionUncategorized
May 9, 2022

Estate Tax Exemption Changes Coming in 2026: Revisit Estate Planning Now

Inevitable changes are coming to the current estate tax laws. These changes will have an immediate impact on the amount of estate taxes you will pay, but may also limit…
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Curated Articles

The following is a curated list of news articles from well known publications that’s intended to provide you helpful information.
What eight centuries of data tell us about interest rates

What eight centuries of data tell us about interest rates

Adopting an eight-century timeframe suggests that the ultra-low rates we saw in the early 21st century were a slightly excessive deviation from the trend. Read More

How Daniel Kahneman’s Research Will Make You Richer

How Daniel Kahneman’s Research Will Make You Richer

Forget Freud. Kahneman was the real deal when it came to applied psychology we can use every day. Along with his late research partner Amos Tversky, he found that most people rely on flawed — and usually wrong — emotional conclusions when making important decisions. Read More

What Are Stockholder Voting Rights, and Who Gets a Vote?

What Are Stockholder Voting Rights, and Who Gets a Vote?

Stockholder voting rights allow shareholders of record in a company to vote on certain corporate actions. Stockholder votes concern major corporate actions, such as electing a new board of directors or approving new securities. Shareholders cast votes at a company's annual meeting. If they cannot attend, they may utilize a proxy vote to convey their wishes. Typically common shares carry one vote per share, while preferred shares have no voting rights. Read More

How an election-packed 2024 is shaping up for world markets

How an election-packed 2024 is shaping up for world markets

In an election-packed year, markets have so far shrugged off results, with the focus squarely on the one contest that could reverberate across everything from international trade to emerging market debt: the United States presidential race in November. Here's a look at some of the key elections ahead. Read More

Where To Retire Abroad as a US Resident

Where To Retire Abroad as a US Resident

A Look at the Most Popular Places Among Expats, Plus What It Costs To Live There Read More

Nvidia’s lightning speed in driving change

Nvidia’s lightning speed in driving change

For would-be chip rivals, this week’s event was a daunting reminder of the speed at which Nvidia is moving and the sheer range of complementary technologies it is building. Read More

Quarterly Economic Update

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Legacy Group Quarterly Update | Q4 2023 Review

Stocks moved higher in the final three months of the year as bond yields trended lower in growing anticipation of a potential Fed easing.

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