Stay ahead with insights that matter. From market shifts to emerging opportunities, we deliver timely perspectives to help you make informed decisions and build a stronger future.
As families accumulate wealth and complexity, their financial, operational, and relational dynamics become increasingly difficult to manage. The question often arises: When is it time to formalize structure through a family office?
The psychology of investing delves into the intricate interplay between human behavior and financial decision-making. Investors’ emotions, cognitive biases, and reactions to market dynamics significantly shape their choices, often influencing outcomes as much as economic fundamentals.
Concentration and diversification serve different roles in your portfolio. Learn how focused investing builds wealth while diversification protects it, and how to strike the right balance.
Equities posted solid gains in a holiday-shortened four-session week, with the S&P 500 advancing 1.4%, the Nasdaq Composite surging 2.7%, and the Russell 2000 adding
U.S. equities posted modest gains for the week ending June 12, 2026, with the S&P 500 advancing 0.7%, the Nasdaq Composite matching that at +0.7%,
U.S. equity markets posted a negative week as strong economic data triggered a late sell-off in growth stocks. The S&P 500 declined 2.6%, the Nasdaq
The Week That Was U.S. equities extended their powerful run this week, with the S&P 500 posting its eighth consecutive weekly gain—the longest streak since
Explore our First Quarter 2026 market commentary covering recent market volatility, shifting investor sentiment, and insights into our current portfolio management approach.
In this Q4 update, we provide a snapshot of portfolio performance, positioning, and key holdings within our large-cap core equity strategy.
This Q2 update outlines portfolio performance and positioning across sectors and key holdings within our large-cap core equity strategy.
In this Q4 update, we provide an overview of portfolio performance, positioning, and key holdings within our large-cap core equity strategy.
In this mid-year update, we review key market developments from the first half of the year and outline our perspectives on the economic and investment landscape moving forward.
This mid-year outlook provides an overview of market conditions, economic trends, and portfolio considerations shaping the investment environment at the halfway point of the year.
Legacy Bridge welcomes Jessica Bush, CFA® as Senior Relationship Manager, bringing more than 20 years of investment management experience to serve ultra-high-net-worth families.
Legacy Bridge strengthens its family office operations with the addition of Jill Asad, MBA, bringing extensive experience in client service and operations.
This release highlights Amanda Ewing’s appointment as Director of Growth and Family Engagement and her role supporting client relationships and strategic initiatives at Legacy Bridge.
This news highlights the appointment of Legacy Bridge Founder and CEO Mike Zuendel to the Banner Alzheimer’s Institute Foundation Board and his continued involvement in supporting research and advocacy.
