WHAT'S NEW?

Man vs. Machine,* Investment News, December 3, 2007.

View Press Release:* Legend Advisory's Artificial Intelligence, AANN, Recommends Decrease in Domestic Equities Yet Again, Counterintuitive to Fed Rate Cut (10/3/07)

View Press Release:* Pension Reform Prompts Charter School to Turn to Artificial Intelligence - Legend Advisory's AI Helps Pave New Path (9/5/07)

View Press Release:* Legend Advisory's Artificial Intelligence: AANN’s Outlook Cautious on Equities; Continues to Favor Further Decrease in Equities with Movement into Bonds and Cash (8/9/07)

The Internal Revenue Service and the U.S. Treasury Department have issued the Final Regulations for §403(b) Tax Sheltered Annuity Contracts <more>

View Press Release:* Legend Advisory’s Artificial Intelligence Advises Decrease in International & Emerging Markets Allocations; Reduce Exposure to Small Cap (6/28/07)

View Legend's introductory video to find out more about our services and expertise: (Windows Media Player required.)

The Legend Group: Your Partner in Retirement Planning  (for 28.8k to 56k Dial-up modems).
The Legend Group: Your Partner in Retirement Planning  (for DSL/Cable modems).

When it's time to invest, Gardens firm turns to Ann,* Palm Beach Post, June 11, 2007.

Fund Firm Turns to Artificial Intelligence,* Money Management Executive, May 21, 2007. This feature article explains how Legend Advisory Corporation uses its proprietary Asset Allocation Neural Network (AANN) to predict the relative performance of seven global asset classes.

Legend's SAM and SAM Select advisory services are professional investment management services designed to help investors maintain a well-diversified portfolio that reflects their unique investment goals. 

Our Interactive Investor Profile can help you determine your investment objectives and the level of risk you are willing to take to achieve your goals. Once this information is collected, the SAM or SAM Select Portfolio that is best suited to your objectives can be recommended.
 

Legend determines the ideal asset allocation mix for each SAM portfolio with the aide of a proprietary computer modeling system that can retrieve, process and store vast amounts of market and economic data, both current and historical, from a myriad of sources. This system is known as the Asset Allocation Neural Network, or AANN for short.

Follow the link above to learn more about AANN, or view our animated presentation: Investing with Intelligence.

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Visit our Career Opportunities page and find out how you can become a part of the Legend team!

 

Legend AccountLink option allows clients to view share balance information online

Follow the link above, enter your USER ID and PIN, then select the tab labeled My Account Summary. At the bottom, click on the icon labeled Share Balance. To return to your account summary, click on the tab labeled My Account Summary. (Contact your Legend Advisor to receive a USER ID and PIN, which are required to use AccountLink.)

 

Employers participating in Legend's TSA plan can now access their bills and make changes to participant contributions online

 

Legend AccountLink tab allows clients to view outstanding loan balance information online

Follow the link above, enter your USER ID and PIN, then select the tab labeled My Account Loan Balances to view your outstanding loans. (Contact your Legend Advisor to receive a USER ID and PIN, which are required to use AccountLink.)

 

Legend AccountLink enables clients to view their account information online

The Legend AccountLink feature allows Legend clients to access their account holdings and other pertinent information in a secure, password-protected area of the site. Contact your Legend Advisor to receive a USER ID and PIN, which are required to use this feature.

 

Site Map aids navigation

This feature provides an illustration of our site's structure, along with live links to each page.

 

Loan Repayment Calculator

Looking to buy a new car or house? Or maybe you're thinking about pursuing an advanced degree. No matter what type of loan you are considering, you can calculate the monthly payment with Legend's handy Loan Repayment Calculator.

How to Read a Mutual Fund Quote

Newspapers are a good source of information on mutual funds.Click here to learn how to read newspaper mutual fund quotations.

 

Family Documents Checklist

Is your family's personal paperwork in order and stored safely? Click here for a list of items you'll want to locate and have readily available when you need them.

 

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