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?
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.
Outcome‑oriented investing is an approach that starts with clearly defined financial goals and then builds a diversified strategy designed to reach those outcomes over time.
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
A six-week winning streak ended with a thud. Equities pushed to fresh records midweek — the S&P 500 crossed 7,500 and the Dow reclaimed 50,000
AI Infrastructure Broadens, and So Does the Tape. Equities extended their advance for a sixth consecutive week, with the S&P 500, Nasdaq, and Russell 2000
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.
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.
This update introduces Tammy Fleming’s addition to the Legacy Bridge team and outlines her experience serving families in wealth management and fiduciary advisory roles.
This milestone marks the opening of Legacy Bridge’s new headquarters in West Des Moines, designed to support the firm’s continued growth and service to client families.
