Why Bonds Can Make Sense in a Diversified Portfolio
When you learn about the basics of personal investing, you hear about stocks and bonds. Most people know that when you buy a stock, you are getting a tiny … Read More
Key Financial Data for 2026 | Living Legacy
This comprehensive reference provides an “at-a-glance” look at the essential numbers you need for the coming year, including: 2026 Tax Rate Schedules: Detailed brackets for single, joint, and head-of-household filers. … Read More
What to Know About the New Tax Law
The so-called ‘big, beautiful bill’ finally squeaked through the Congressional legislative process, sending it to the President’s desk over the holiday weekend. He signed it in a triumphant Fourth of … Read More
Of Mice and Men: Planning for Career Uncertainty
One cold autumn day, the Scottish poet Robert Burns was ploughing a field when he churned up the burrow of a field mouse. Burns was sorry to have destroyed its … Read More
More Time Than You Might Think: Life Expectancy and Retirement Planning
One of the key variables in retirement planning is longevity. There’s a big difference between drawing down your nest egg over ten years, or needing it to last for twenty. … Read More
Avoiding the Biggest Cost of All: Being Human
As a savvy investor you know that one of the keys to long-term success is avoiding unnecessary costs. You know to steer clear of tax penalties, excessive transaction costs, and … Read More
Three Difficult Principles of Diversification
Back in the days of sail-powered vessels, the fastest freighters on the sea were the clipper ships. Designed to bring back tea from China in the shortest possible time, they … Read More
Scaling Up: Mastering The Rockefeller Habits
Complimentary Online Growth Workshop for Entrepreneurs and Business Leaders. Sponsored by Living Legacy. Unlock Your Business’s Growth Potential! Join us for a complimentary one-hour workshop based on … Read More
Treasury says it won’t enforce BOI fines or penalties against U.S. citizens, businesses
U.S. citizens and businesses will not be subject to fines or penalties for failing to file beneficial ownership information (BOI) reports after new reporting deadlines are set, Treasury said Sunday … Read More
Animal Spirits and the Short-Term Behavior of the Market
As last year’s robust gains continued into the fourth quarter, financial analysts were using an explanatory term you might be more likely to hear from a shaman: animal spirits.1 They … Read More