View helpful articles here to help with questions you may have regarding your financial journey.
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The following is a curated list of news articles from well known publications that’s intended to provide you helpful information.
What Is a Good 401(k) Match? How It Works and What's the Average
If you work for a company that has a 401(k) plan, congratulations. As of 2020, nearly 60 million Americans took part in roughly 600,000 company retirement plans. According to Investment Company Institute, there were about $7.3 trillion in assets invested in 401(k) plans as of the end of June 2021.1 Read More
Investing in Your HSA vs. Your 401(k)
Health Savings Accounts (HSAs) and 401(k) plans are offered by many employers in the United States. Both HSAs and 401(k) plans can offer tax benefits, but these two types of accounts have distinct purposes and rules. What is the difference between your HSA and your 401(k)? Read More
The 7 Financial Sins of the Self-Employed
Self-employment is a journey that requires continuous learning and adaptation. So be open to learning, exhibit unwavering discipline, and make wise financial decisions to build a lasting and prosperous career. Read More
Finding Success in Failure — 8 Lessons Learned from Failed Ventures
Here are eight valuable lessons for entrepreneurs on how to embrace failure and succeed after setbacks. Read More
What to Do If You Are Drowning in Credit-Card Debt
Consumers typically pay down balances in the first quarter after splurging during the holidays. But this year more are falling behind on payments. Read More
'Fear is contagious': Warren Buffett warns you can't run an economy when people worry if their money is safe in banks
Speaking at Berkshire Hathaway Inc's annual shareholder meeting, Warren Buffett criticized how politicians, regulators and the press have handled the recent failures of Silicon Valley Bank, Signature Bank and First Republic Bank, saying their "very poor" messaging has unnecessarily frightened depositors. Read More
Quarterly Economic Update
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Legacy Group Quarterly Update | Q1 2023 Review
Stocks posted solid gains in the first quarter as investors navigated corporate earnings, shifting monetary signals, and troubles in the banking sector.
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