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Legacy Insights

At Legacy Capital, we believe that an educated client is a satisfied client. To uphold this belief, we communicate weekly through our Legacy Insights piece. Our purpose is to provide information about the market and provide helpful tips. We also send out additional commentaries when unusual market events occur. We consistently use simple, concise language to convey our messages as a means for our clients to clearly navigate and understand the information. (click a title below to view the PDF)



2024 Year in Review: Lessons for the Coming Year (6 January 2025)


How Behavioral Science Helps Avoid Financial Traps (30 December 2024)


2025 Market Outlook: Five Insights to Achieve Balance (16 December 2024)


Three Reasons Investors Can Be Thankful This Season


Washington Watch (3 December 2024)