Investment | Legacy Financial Services

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Make Your Mark Through Sustainable Investing

Have you considered the impact of your investments? Learn how to contribute to positive change through sustainable investing.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.