Mark Levy’s Economic Update – Tuesday, October 9, 2018

October 18th, 2018 by Legacy Wealth Planning

I attempt to be apolitical (non-political) in these newsletters because my client base is broad and varied and I like to honor our American values and traditions and try to respect the right of all to their personal views. Know then, when I bring up events, I am bringing them up as they affect investing, […]

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Mark Levy’s Economic Update – Thursday, August 16, 2018

August 23rd, 2018 by Legacy Wealth Planning

Many of the phone calls I receive these days are conversations of concern. With our lives inundated by technology, social media, electronic screens (TV’s, computers and phones) and a constant news barrage of anything bad happening in the world, some people may begin to feel “disheartened”. If you have become one of these, know that […]

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Mark Levy’s Economic Update – Tuesday, July 10, 2018

July 25th, 2018 by Legacy Wealth Planning

After last evening announcing his choice for the Supreme Court, Judge Brett Kavanaugh, President Trump is flying this morning to Europe to discuss NATO (North Atlantic Treaty Organization) obligations and strategies with our allies. His reception is expected to be “cool”, because he has put off some of Europe’s leaders with tough talk on NATO […]

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Mark Levy’s Economic Update – Tuesday, May 22, 2018

June 8th, 2018 by Legacy Wealth Planning

Yesterday, the Dow 30 Industrial Average rallied almost 300 points on news that the United States has compromised with China on trade and that Tariffs, for the time being, will not be used. The Index is currently hovering around 25,000 and today, the Index is down 100 points and is most likely digesting yesterday’s move. […]

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Mark Levy’s Economic Update – Wednesday, April 25, 2018

May 10th, 2018 by Legacy Wealth Planning

In last month’s newsletter I discussed some of the conditions that precede recessions. One of them was an inverted yield curve. This is a condition where short term interest rates become higher than long term rates. While the yield curve has flattened of late, it is far from inverted. Looking back at the last 5 […]

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Mark Levy’s Economic Update – Wednesday, March 14, 2018

April 3rd, 2018 by Legacy Wealth Planning

We have been told that all of LPL Financials tax documents will be mailed by tomorrow’s close of business. Only a few 1099’s remain to be mailed tomorrow because of reporting delays. The vast majority of clients have already received their tax reporting documents from us. The February employment report crushed expectations for the number […]

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Mark Levy’s Economic Update-Thursday, February 08, 2018

February 21st, 2018 by Legacy Wealth Planning

In last July’s newsletter I began writing about the possibility of an equity market correction. Looks like I was early by 6 months or so, but a correction has finally occurred, and it is still ongoing. Last month’s newsletter expressed that the only looming negative on the horizon was the possibility of the economy doing […]

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Mark Levy’s Economic Update – Tuesday, January 9, 2018

February 8th, 2018 by Legacy Wealth Planning

First, let me apologize for not sending a letter these last two months. We have been very busy at Legacy Wealth Planning creating our new Hybrid Registered Investment Advisor structure. We have almost completed this effort and we thank all our clients that were involved in this conversion. 2017 is behind us, but let’s look […]

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October 3, 2017 RIA Announcement

October 5th, 2017 by Legacy Wealth Planning

To Our Clients and Friends, We are very excited to announce that there will soon be changes to the structure of Legacy Wealth Planning as we evolve our business to a new, more client focused level. What will we be doing? In the very near future we will be transitioning to a Hybrid Registered Investment […]

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Mark Levy’s Economic Update – Thursday, September 21, 2017

September 26th, 2017 by Legacy Wealth Planning

In the next few months some of you (advisory clients) will be getting notifications of a change at Legacy Wealth Planning regarding our business structure. In order to adapt to this ever-changing world, we are creating our own Registered Investment Advisor (RIA) to our business model. Of course, LPL Financial will remain our broker dealer, […]

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