Legacy Capital

10/26/2026

As more high-profile private companies move closer to the public markets, many investors are asking the same question: Should these opportunities play a role in my portfolio?

Before getting caught up in the headlines, it's important to understand the risks, opportunities and ways to gain exposure. Let’s connect if you’d like to discuss.

Learn how mega IPOs could affect your portfolio and explore ways to gain exposure.

10/23/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

10/21/2026

A smart retirement plan doesn’t just support your team. It supports the life you’re building beyond the business. We can help you make both goals work together.

10/19/2026

Smart business owners don’t just offer retirement plans, they use them to cut taxes, attract talent, and grow long-term value. Discover how we help small businesses do it right.

10/19/2026

This week in photos: birthday smiles, family celebrations, and travel adventures. ✨🌍🎂

10/16/2026

Need support to grow and preserve your business equity? Now is the time to make that value work for you. We can help you turn business equity into lasting personal wealth.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Behind the scenes of a typical day at the office with one of the interns, Willow! ☕📊💻✨

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/12/2026

Selling your business isn’t the end of the story. It’s the start of what’s next. We can assist you in planning your transition to help preserve value and reflect your vision.