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Insights

A short description introducing your blog so visitors know what type of posts they will find here.

Retirement Planning Without the Fear Factor

When it comes to retirement planning, much of the advice you will encounter has two big flaws: Fear is a

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Tax Reduction or Tax Evasion?

Looking for a way to eliminate ordinary income and/or capital gain taxes on the sale of property? The IRS is

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Trickle Down Effect of Higher Interest Rates

Starting in February of 2022, the Federal Reserve began increasing the Federal Funds Rate to bring inflation under control. Through

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60/40 Portfolio Nears the Three-Quarter Century Mark

The 60/40 portfolio, consisting of 60% equities and 40% bonds/ fixed income, may be the most common financial recommendation individual

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The Details Matter – SECURE Act 2.0

SECURE 2.0 Act of 2022, signed into law on December 29, 2022, is designed to substantially improve retirement savings options.

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The IRS May Consider You A Small Business

Taxpayers are required by law to accurately report ALL income in the form of money, property, or services, whether or

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Preventing Fraud Can Save You from Financial Disaster

There are a lot of people out there who think they have just as much of a right to your

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"Shaping Futures, Securing Legacies."

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Legacy Investment Strategies, LLC (“LIS”) is a LA state registered investment adviser with its principal place of business in Gretna, LA. The publication of LIS’s website on the internet should not be construed by any consumer or prospective client as LIS’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the internet. The information on this internet site should not be construed as personalized individual advice. A copy of LIS’s current written disclosure statement as set forth on Form ADV, discussing LIS’s business operations, services, and fees is available upon request. LIS does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting, or tax advice. Access to this web site is provided for informational purposes only and without any warranties, expressed or implied, regarding the accuracy, completeness, timeliness, or results obtained from any information posted on this web site or any third party web site linked to this web site.

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OSJ address: 1601 Belle Chasse Hwy, Suite 200, Gretna, LA 70056