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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)


The Role of Social Security in Financial Planning (21 July 2025)


What the" One Big Beautiful Bill" Means for Investors (14 July 2025)


How a Weakening Dollar Affects Long-Term Investors (30 June 2025)


The Middle East Conflict: How Wars Impact Investors (23 June 2025)


Mid-Year Perspective on the Economy and Markets (16 June 2025)