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.
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February
7
2020
February
5
2020
Curious on how the markets have reacted in the last decade? Chris Olsgard crunched some numbers to give you the big picture.
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January
30
2020
The SECURE act was passed in December 2019. Jason Farris discusses three things you know should know.
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January
20
2020
2019 was a really good year from an investment standpoint. Our chief investment officer discusses what happened last quarter, and why it’s part of our process to remain cautious.
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January
2
2020
Start the year off right and avoid these common estate planning mistakes.
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December
5
2019
This quarter’s newsletter focuses on year-end charitable giving tips, post-death planning, and qualified Opportunity Zones.
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