In today's fast-paced news cycle, it is natural to feel that the latest global conflict poses an immediate and permanent threat to your financial security. At Mountain Legacy, we prioritize data-driven perspective over reactive headlines. While geopolitical events often trigger short-term market "wobbles" and spikes in volatility, historical data spanning over 80 years suggests that broad equity markets have typically demonstrated resilience over the long term. However, it is critical to understand that past performance does not guarantee future results, and every geopolitical crisis presents unique risks.

Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why.

Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already in the rearview mirror. The decisions that could have made a...