News and Articles
These news and articles are provided as insight into Legacy’s wealth management philosophy and investment process. By utilizing a wealth of capital market research and analysis, Legacy Wealth Management group is dedicated to demonstrating and helping you develop a more sound investment portfolio and strategy. News, current events and changing financial markets are all important factors in your investment decisions and Legacy Wealth Management group is here to keep you informed throughout each of these changes.
I have found that majority of my clients do not believe they need a trust, even with a net worth exceeding $1M. Why would you? The current 2017 estate and gift tax exemption is $5.49M or $11M for married couples and not all clients exceed that. Most clients…read more
Morningstar recently issued a new Stewardship Grade for DFA. The firm’s overall grade–which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history–is an A. What follows…read more
The fastest growing major mutual-fund company in the U.S. isn’t strictly an active or passive investor. It is both. Dimensional Fund Advisors LP, or DFA, is the sixth-largest mutual-fund manager, up from eighth a year ago, according to Morningstar Inc., drawing nearly $2 billion…read more
With less than one week prior to many of you heading out to the polls to cast your votes I know some have concerns and feel a bit of tension towards the market. With the choices we have as candidates I cannot help but understand why you feel this way. With that said…read more
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Legacy Wealth Management Group
Greg Feese CRCP®, Registered Representative, Investment Adviser Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through PR Wealth Management Group, Inc., a Registered Investment Adviser. PR Wealth Management Group, Inc., Legacy Wealth Management and Cambridge are not affiliated. Greg Feese is securities licensed in Nevada, Arkansas, New York, Illinois, Minnesota, Florida, Georgia, Wisconsin, Washington, Texas and Colorado. This is not a solicitation for sale of securities in any jurisdiction. The registered representatives or investment adviser representatives referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.
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