We understand that everyone is living in uncomfortable times surrounded by uncertainty. It is important that we remain calm and not let emotion cloud our judgement. In this article, Charlie Kerwood talks about why we have a specific process in place to protect our client’s portfolios.
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2020 1st Quarter Market Report
A lot has changed since the last quarter. The COVID-19 virus has completely overwhelmed the markets. Jason Eliason discusses why it is understandable that we are feeling overwhelmed and uncertain
Why the Coronavirus is Disrupting the Markets
The coronavirus has taken the media by storm. It is also disrupting the markets. Our CIO discusses why this is happening.
Legacy Press: Winter 2020
Our Legacy Press winter newsletter focuses on the SECURE Act, estate planning tips to avoid in the new year, and investing facts from the last decade.
Crunching Numbers Speak For Themselves
Curious on how the markets have reacted in the last decade? Chris Olsgard crunched some numbers to give you the big picture.