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Blog Post

Why Is the Market Rallying While the Economy Is Collapsing?

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | May 20, 2020 | 0

Observers are trying to reconcile the sharp rally in the stock market even as the data show that economic activity has declined dramatically. It is natural to ask how the…

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Market Trends to Watch

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | December 12, 2019 | 0

The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of…

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Examining the work/life balancing act

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | August 14, 2019 | 0

Researchers have estimated how much of our lifetime is spent on various activities. For example, based on a lifespan of 80 years, the average person will spend:1 26 years sleeping…

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Potential Reasons to Put the Retirement Countdown on Hold

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | August 19, 2017 | 0

Potential Reasons to Put the Retirement Countdown on Hold Retirement is still something most people look forward to, but over the years, some of the reasons for anticipation have dwindled.…

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Strategic vs. Tactical Asset Allocation

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | August 12, 2017 | 0

Strategic vs. Tactical Asset Allocation  In recent years, the markets, the economy and the global political scene have evolved considerably. We’ve witnessed both remarkable volatility and remarkable resilience in these…

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Retirement Plan Fees: Know What You Are Paying

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | August 5, 2017 | 0

Retirement Plan Fees: Know What You Are Paying Many large companies offer employees a 401(k) plan with some degree of matching contribution. Although this is a good employee benefit to…

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Recent Posts

  • The Top 10 Things To Consider When Preparing for Retirement
  • Why Is the Market Rallying While the Economy Is Collapsing?
  • Market Trends to Watch
  • Examining the work/life balancing act
  • How Fees Could Be Chipping Away at Your Retirement Savings

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