On Sept. 22 we will celebrate our 10th annual Odysseus Celebration. Here’s a few details on what our clients and friends can expect.
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September
3
2015
August
24
2015
Our CIO talks about the recent market volatility, and what this means for your investment strategy.
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August
24
2015
Feeling charitable but don’t know which foundation to commit to? Here’s the differences and similarities of Donor Advised Funds and Private Foundations.
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July
30
2015
Money does not equal happiness, but if managed correctly, it creates security. Money creates peace of mind knowing you have a financial plan to handle any event.
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July
22
2015
Prepaying funeral expenses is not a happy topic to think about, and most likely not a high priority on your list. We explain why it is important to do it and who it’s truly benefitting.
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July
17
2015
Check out our latest Legacy Press Newsletter for current financial news, and information happening at our offices.
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