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By Frank Legan It’s not an easy decision to find a professional you can trust to help you navigate your financial worries and hopes. Whatever
By Frank Legan It’s not an easy decision to find a professional you can trust to help you navigate your financial worries and hopes. Whatever
Please join Frank Legan for a Special Economic and Market Update. Inflation, Ukraine, and Asset Prices. The Global Outlook – Where do we go from
By Dayna Smith Sometimes our career journeys look less like a straight line and more like a winding road, but they get us to the
By Frank Legan, Co-Author Dayna Smith Tax season can be stressful and frustrating even in the best of times; factor in two years full of
By Frank Legan We’ve been hearing about inflation for a while now, and unfortunately, the headlines probably won’t stop anytime soon. That’s because after months
By Frank Legan Most of us entered 2021 with hope and expectation that the pandemic would end, life would go back to normal, and we
By Frank Legan Although the post-pandemic housing boom seems to be curbing a bit thanks to a rise in inventory (1), the desire for homeownership is
By Frank Legan & Michael DeJohn The sale of a business can be one of the most complicated aspects of a closely held company, especially
By Frank Legan Whether you’re a brand-new parent or an empty nester, you desire certain things for your children: resilience, success, generosity, kindness…the list goes
Stocks, Bonds, and Real Estate prices are near all-time highs, while the economy appears fragile and is relying on Federal support. How do I best
By Frank Legan It’s been just over a year since our world was first rocked by the COVID-19 pandemic, and while it may seem like
By Frank Legan The last year and a half has been packed with volatility—a global pandemic will do that! During times like these (and even
Each client’s circumstances and outcomes are unique. Testimonials or endorsements do not reflect a typical client and client results are not indicative of a guarantee of investment performance or financial outcomes. Reviews left on this website or third-party websites may or may not be current clients of our firm. The firm did not offer compensation in exchange for reviews or endorsements. Past performance does not guarantee future results.
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