Legacy Investment Advisors

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Savings Accumulation

Estimate the future value of your current savings.