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Chart Check

Uneven Rise in Unemployment – August 2024 Chart Check

Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over

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Chart Check

Yield Curve Uninverts – August 2024 Chart Check

Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over

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emergency fund
Financial Planning

Five Essential Steps to Establishing an Emergency Fund

An emergency fund is a beacon of financial stability in today’s unpredictable environment. Unforeseen expenses such as medical emergencies, sudden unemployment, or urgent home repairs can lead to significant financial stress. However, an emergency fund is a financial safeguard, providing

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Chart Check

Wind Overtakes Coal – August 2024 Chart Check

Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over

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capital gains taxes
Tax Planning

Understanding Capital Gains Taxes and Planning

Capital gains taxes might seem like a complex concept reserved for Wall Street professionals, but they affect most investors and many homeowners. Understanding capital gains taxes can help you make informed decisions and retain more of your earnings, whether you’re

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mission
Economic and Financial Digest

Mission Accomplished? – July 2024

In the spring of 2022, the Federal Reserve embarked on a mission to wrestle inflation under control without sinking the economy. At the time, the Fed’s preferred inflation measure, the core Personal Consumption Deflator, increased at 5.5% year-over-year, and the

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Chart Check

Small Caps Roar – July 2024 Chart Check

Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over

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Required Minimum Distributions
Retirement Planning

IRS Finalizes Rule on Required Minimum Distributions

The IRS has finalized its proposed rule concerning required minimum distributions (RMDs), detailing requirements for distributions from qualified retirement plans, such as IRAs, during the plan participant’s lifetime and after their passing. Overview of Required Minimum Distributions Required Minimum Distributions

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