"A simple rule dictates my buying: Be fearful when others are greedy, and be greedy when others are fearful... In short, bad news is an investor's best friend. It lets you buy a slice of America's future at a marked-down price."
Warren Buffet, Oct. 17, 2008 The New York Times
 
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Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses.

We believe financial markets are efficient, risk and return are related, and diversification and discipline are the keys to a successful investment experience.

We do not believe in traditional active investment management practices such as stock picking and market timing.
 

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DISCLOSURES

Legacy's Latest...

August 2013

Now Available! Randy Cloud's semi-annual newsletter "The Successful Investor"...Read More

January 2013

Now Available Eric Burkholder's annual newsletter "Predictably Unpredictable"...Read More

September 2012

Now Available! Randy Cloud's semi-annual newsletter "The Successful Investor"...Read More

June 12, 2012 

Like Gold?  Better think twice.  Legacy Partner, Randy Cloud, takes a retrospective look at the true performance of Gold over the past 20 years and why Gold may not be such a "safe" bet in his latest article "The Case Against Gold."...Read More