Christmas Newsletter 2021
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. However, in the holiday newsletter, we
Lessons from Riley
Almost seven years ago, Deb and I drove 7 hours to Kanab, Utah to adopt a border collie pup from the Best Friends Animal Shelter. After
Where Are All the Workers?
I got an email the other day from our favorite pizza place here in town that they were going to start closing on Sundays because
Fall Newsletter 2021
The Leaves are Changing Colors, the Sun is Sleeping in... It must be Fall! Every quarter, we send out a newsletter to share thoughts and
Lunch Boxes
On September 2, 1986, I opened the doors to what was to become Legacy Wealth Management. Me, my desk, phone and an empty four drawer
Inflation: The Silent Thief
Many, many years ago, when my grandmother was still alive, we had a conversation that went something like this: “I don’t understand it. I watch
They Didn’t Change the Locks
I recently returned from taking the most time off all at once that I have ever taken. I left on May 27 and returned on
Too Much Time on My Hands
Thanks to the pandemic and winter, I have had a lot of time to think. Something that I find fun to do, even though I
Summer Newsletter 2021
This season's newsletter, the advisors tackle the most prevalent questions our clients have had in recent months. We hope you enjoy reading this in an
High-Tech Frustration
About two months ago, my watch finally gave out and I decided that I wasn’t going to buy another one and just use my cell