Blog
Notes from the team.
Straight talk on investing, taxes and the decisions that shape a legacy.
August 27, 2026 · Paul Hickey
Concentrated Stock Risk: When Diversification Needs a Plan
A concentrated stock position often comes from success, not a mistake. You may have built wealth through company ownership, received stock compensation from an employer, or inherited shares that have grown over many years. The question is not whether…
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August 27, 2026 · Paul Hickey
Preparing for Retirement in Boise: a Mid-Career Checklist
Mid-career can be one of the best times to make real progress toward retirement. Your income may be stronger than it was earlier in life, but retirement can still feel far away when work, family, a home, and everyday expenses need attention now. We…
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August 27, 2026 · Paul Hickey
How to Assess Alternative Investment Strategies Before Committing Capital
Alternative investment strategies can open the door to opportunities beyond publicly traded stocks and bonds. Private equity, private credit, real estate, hedge funds, commodities, and structured investments may each serve a purpose, but they can also…
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August 27, 2026 · Paul Hickey
Is Premium Finance Life Insurance Right for Your Estate Plan?
Premium finance life insurance can be a useful planning tool for families who need significant coverage but want to keep more cash and investments available for other goals. Still, it is not a replacement for traditional insurance planning, and it is not…
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August 20, 2026 · Paul Hickey
Generational Wealth Planning Vs Estate Planning: Key Differences
We believe a strong family plan protects more than account balances. It also preserves choices, reduces confusion, supports future opportunities, and shares the values behind your financial decisions. When we help families think about wealth, we…
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August 20, 2026 · Paul Hickey
Understanding Comprehensive Financial Planning for Peak Earners
Peak earning years can create powerful opportunities, but a higher income does not automatically lead to long-term financial freedom. When compensation rises, spending, taxes, investment choices, and family responsibilities often rise with it. We…
Read post →August 20, 2026 · Paul Hickey
How a Pension Rollover Advisor Can Help Compare Options
A pension election can shape your retirement income for many years. Whether you are close to retirement or have received a lump sum offer, the choice is about more than where the money goes. It can affect reliable income, taxes, survivor benefits…
Read post →August 20, 2026 · Paul Hickey
DIY Vs Professional Portfolio Management for Boise Investors
Managing your own investments can feel empowering, but it also places every decision on your shoulders. For Boise households, the choice between DIY investing and professional portfolio management often comes down to more than investment returns. It…
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August 13, 2026 · Paul Hickey
When to Consider Structured Notes in a Diversified Portfolio
Late-summer portfolio reviews can be a useful time to look at risk before year-end market activity, tax decisions, and longer-term financial goals come into focus. Structured notes investing may come up during these conversations because certain note…
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August 13, 2026 · Paul Hickey
Should Your Retirement Income Plan Account for a Longer Life?
A retirement income plan should do more than help you reach a certain age or savings goal. We believe it should help support the life you want, even if retirement lasts much longer than expected. A longer life can bring more time for family, hobbies…
Read post →August 13, 2026 · Paul Hickey
Common Asset Protection Mistakes That Can Put Wealth at Risk
Building wealth is only part of a long-term financial plan. Without thoughtful safeguards, a lawsuit, uninsured loss, creditor claim, business issue, or outdated estate plan could put hard-earned assets at risk. Asset protection strategies are not…
Read post →August 6, 2026 · Paul Hickey
What an Investment Portfolio Review Can Reveal Before Retirement
An investment portfolio review can help bring retirement plans into clearer focus before you leave work. Rather than looking only at recent returns, we look at how your investments, savings habits, risk exposure, and future income needs fit together.
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October 22, 2025 · Lincoln West
Invest Like an Institution: The Endowment Model for Private Investors
When most investors think about building wealth, they turn to the familiar stock and bond markets. A traditional 60/40 portfolio has long been the standard approach to balancing growth and risk. But for the world’s most sophisticated…
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June 12, 2024 · Guest User
Legacy Wealth Management Earns Prestigious Ranking in USA Today’s National List of Best Financial Advisory Firms
Legacy Wealth Management, a registered investment advisory (RIA) firm specializing in endowment model investing, has been recognized by USA Today and market research firm Statista as one of the Best Financial Advisory Firms of 2024.…
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May 15, 2024 · Brian Crane
Has Your Million Dollar Business Outgrown Your CPA/Tax Planner?
All businesses start from zero. They all earn their first dollar. They have their first expense. They face their first challenge and hopefully experience their first win. If you have built a business, chances are you have experienced a…
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March 15, 2024 · Joseph Fisher
Building a Rockefeller Insurance Funded Trust: Securing Your Family’s Future
In the realm of estate planning and wealth management, the Rockefeller family has been a beacon of strategic financial foresight. One of their lesser known, yet effective tools is the Rockefeller Insurance Funded Trust (RIFT). This…
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March 1, 2024 · Justin Martin
A Gift That Keeps on Giving
Do you know that feeling that you get when you do something great for someone else? Wouldn’t it be nice if you knew you could also benefit your bottom line on Tax Day while helping a fantastic nonprofit or charity? We call that a…
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February 6, 2024 · Joseph Fisher
Unleashing Financial Potential
In the world of financial planning, the Backdoor Roth IRA has emerged as a strategic tool for individuals seeking to maximize their retirement savings. This maneuver allows high-income earners, who are typically restricted from…
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June 10, 2023 · Andy Rad
Institutionalization of Single-Family Homes
Like it or not, Single Family Rental (SFR) landscape is changing as institutions are moving into this space. Over the last few decades, Institutions/pensions/endowments have been moving away from publicly traded stocks (traditional…
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March 4, 2023 · Andy Rad
ESG and Energy
First, I need to state that I’m biased toward hydro-carbon energy, as it is by far my largest personal holdings through mineral rights and drilling related partnerships. For myself and investors this is not a recent phenomenon, as we…
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