Legacy and the Elves

Legacy and the Elves

It’s that time again! The holidays …. The most wonderful time of the year. A time for holiday parties, family gatherings, gift giving, and hearts full of joy. A time for treasuring our past and looking to the future. I, for one, have always loved this time of year....
Legacy and the Elves

Magnificent Munis

The fixed income market is in transition as we are on the eve of the Federal Open Market Committee’s (FOMC) September meeting where it is anticipated, no – it is expected, that the FOMC will reduce rates for the first time since 2020. As investors, it is important to...
Legacy and the Elves

Covering Your Bases

Ahhh, spring! A time when the world seems to start anew. Trees are budding, flowers are blooming, animals are building little nests for their young’uns, gardens are being planted, houses are being cleaned, and investors are covering their financial bases. Yes, just as...