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. Ranked in this assessment as number 31 nationwide (out of 500 ranked), Legacy Wealth was also honored to be the highest ranked in their home state of Idaho. This national recognition was based on the growth of firms’ Assets Under Management (AUM) as well as the number of recommendations received from clients and peers.

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 lot of “firsts” and you will continue to experience other “firsts” down the road.

Building a Rockefeller Insurance Funded Trust: Securing Your Family’s Future

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 win-win, my friends.

A Guide on How to Take Advantage of a Backdoor Roth IRA

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 stocks) and more into non-publicly traded assets; be it Private Equity, commodities (mining/oil/gas), Private Debt, and Real Estate.

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 began significantly investing in the energy sector in 2017. I bring this up as “confirmation bias” is always on my mind!