2019 Q3 Investment Report

Posted by & filed under News.

Curious how the markets did last quarter? Our chief investment officer discusses interest rate cuts, the S&P 500, and the inversion of the yield curve.

Legacy Press: Summer 2019

Posted by & filed under Newsletter.

This quarter’s newsletter focuses on financial health and the power of volunteering. Read our newsletter to find out why we are proud of Charlie Kerwood, and how we incorporate financial literacy into our lives.