Legacy Wealth Management

🍀 Luck, taxes, and longer days ahead…March has a lot going on!

Spring is just around the corner 🌷 and March brings a few reminders that it’s a great time to check in on your financial plan. In this month’s Legacy Wealth Management newsletter, we talk about the balance between luck 🍀 and strategy 📊 in investing, important tax-season opportunities like IRA contributions and Roth conversions, and how the upcoming time change ⏰ can serve as a helpful financial checkpoint.

As always, our team is here to help you stay on track toward your long-term goals.

Take a few minutes to read this month’s update and see what might apply to your situation! 👇

𝗚𝗿𝗼𝘂𝗻𝗱𝗵𝗼𝗴𝘀 🦫, 𝗽𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁𝘀 🇺🇸, 𝗮𝗻𝗱 𝘁𝗮𝘅 𝘀𝗲𝗮𝘀𝗼𝗻 💼… 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝗵𝗮𝘀 𝗮 𝗹𝗼𝘁 𝗴𝗼𝗶𝗻𝗴 𝗼𝗻!

Our latest newsletter connects the season with smart investing perspectives—plus a few reminders about staying focused on the long term, and an introduction to Devin Behl, our newest LPL Registered Representative!

Tune in to WDAY this Sunday, January 11 at 10:00 a.m. for our interview with Jay Nelson, of Archer Real Estate Services. He’ll be talking about commercial real estate in our area and how it compares to national performance, along with a discussion about last year’s steep drop in commercial building permits for Fargo and how that impacts the wider community. Don’t miss it!
https://www.youtube.com/

📬 Our January 2026 Newsletter Is Here!

We’re kicking off the new year with thoughtful insights on what the first quarter can bring in the market, a reflection on building a meaningful legacy in honor of Martin Luther King Jr. Day, and reminders about staying focused on long-term planning.

Plus, Lucy makes a special appearance with a helpful tip! 🐾

Be sure to tune in this Sunday morning at 10:00am when we sit down to talk with Vern Thompson, owner of Thompson Transport, LLC. Paul, Dave, and Steve will be discussing tariffs and their impact on the oil and agriculture industries.

Investment Talk TV, this Sunday on WDAY / WDAZ at 10 AM, and also KFGO radio at 8:30 AM. You can watch online by clicking this link: www.YouTube.come.com/LegacyFargo