trust an advisor who trusts the process

With over 200,000 financial advisors in the United States, how do you pick one? Stock pickers, market timers, and all who fall in between often expose investors to unnecessary risks as they focus on trying to outsmart the markets despite endless research that shows predicting stock returns or timing markets is incredibly unlikely to do successfully- more a game of luck than skill. Many of these advisors spend far too much time watching markets and not nearly enough time listening to the families they serve. 

 This week's highlight article from Dimensional reiterates the importance of trusting the process and stresses the importance of finding an advisor who trusts the market too.

hike happy

After hiking the Fed Funds rate to 3.75% so far this year, the Fed may begin to slow the pace of future hikes allowing the economy to digest the existing jump in rates year to date.

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Legacy Trust Family Wealth Offices

 4200 Marsh Landing Blvd, Suite 100

Jacksonville Beach, FL 32250

Office: (904) 280-9100

Fax: (904) 280-9109

Legacy Trust Family Wealth Offices of Jacksonville Beach, Florida, is a new type of financial services firm - an independent multi-family office - that brings all facets of your personal financial affairs under one roof, where they are coordinated for optimum efficiency and maximum performance. 

Investment products are not FDIC insured, are not bank guaranteed, and may lose value.