Welcome to Frank Legan's site
By Frank Legan Retirement is supposed to be a time of relaxation and enjoyment, but for many, it can also bring financial anxiety and stress.
By Dayna Smith It’s been said that change is the only constant in life, and the unfortunate reality is that sometimes this change includes a
Join us as Frank sits down to talk with David Mansilla on The Break Free Podcast. They talk about how Entrepreneurial leaders who achieve success have the potential to make a significant difference in the world through their creativity, determination, and innovation.
By Frank Legan For years, the 60/40 portfolio has been a trusted investment strategy for moderate risk investors and retirees. In the aftermath of the
By Dayna Smith Few things spark more fear and anxiety in investors than a volatile stock market, which can lead to doubts about your financial
Frank Legan and Frank Pape help you to understand investment taxes, their impact on your portfolio and different strategies available to help be a tax-
By Frank Legan Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite
By Frank Legan Tax season is not everyone’s favorite time of year, especially if you typically have to make payments to the IRS. Tax rates,
Frank will be interviewing Geremy van Arkel, CFA® of Frontier Asset Management. Frank and Geremy will be discussing what’s ahead for the market after a
By Frank Legan The new year is always a great time to reflect on your finances. It’s time to say goodbye to 2022 and jump-start
I have always been a fan of “year in review” lists, articles, news programs, and sports shows. I remember one particular moment many years ago
By Frank Legan Happy Holidays from our team at Cedar Brook Group! Although 2022 had its ups and downs, we are more grateful than ever
Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
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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