Mark Levy’s Economic Update – Wednesday, September 7, 2016

September 21st, 2016 by Legacy Wealth Planning

After a quiet August, September bodes to be much more active. Here is a list of upcoming events in the short run: 1) September 11 – 17 is the peak of Hurricane season. With Hurricane Hermine becoming the first Hurricane since Wilma (11 years ago) to reach the Florida coast, it is safe today to […]

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Mark Levy’s Economic Update – Wednesday, August 10, 2016

August 25th, 2016 by Legacy Wealth Planning

Happy Summer! The U.S. equity markets have recently made new highs and are near those levels as I write this newsletter. Gold is holding near its recent high point and is currently $1,283/oz and interest rates (long and short) continue to hold at record lows. It is a strange financial mix we live in these […]

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The Cornerstone July 2016

August 2nd, 2016 by Legacy Wealth Planning

“Now What?” The current market is certainly a headscratcher and is difficult to sort out. A few thoughts: I was reading an article from Lowry Research Corporation recently and they pointed out: “While a treadmill may be good for exercise, over time, workouts may cover many miles without the runner actually going anywhere. Over the […]

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Mark Levy’s Economic Update- June 21, 2016

July 8th, 2016 by Legacy Wealth Planning

Well, summer is upon us and by the time you receive this newsletter the “Brexit Vote” will most likely, have taken place. For those of you that don’t know, “Brexit” is the vote that will take place this Thursday, June 23rd in the United Kingdom (U.K.) on whether or not to remain in the European […]

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The Cornerstone June 2016

July 8th, 2016 by Legacy Wealth Planning

“We’re Out of Here!” A week ago I didn’t expect to be writing about the UK leaving the European Union, but here we are. Here are some of the relevant points that I think need to be thought about: No doubt this is bad for the UK. According to JP Morgan’s economists, it may take […]

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The Cornerstone- May 2016

May 25th, 2016 by Legacy Wealth Planning

“How Good is Housing as an Investment?” I had another query about housing today from a friend named Mike, who is convinced that the stock market is overpriced in general, and that real estate may be the best place to put his money: “I mean, what else is there?” he asked. Well, real estate certainly […]

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Mark Levy’s Economic Update – Wednesday, April 13, 2016

April 20th, 2016 by Legacy Wealth Planning

All of us at Legacy Wealth Planning will be happy when Monday, April 18th finally arrives. As a reminder, that date is this year’s deadline for your 2015 taxes. We hope all of you were able to find your 1099’s from LPL Financial and/or we were able to assist you during the last couple of […]

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Interesting Outlooks and Information on the Economy

February 8th, 2016 by Legacy Wealth Planning

1 February 2016 Interesting Outlooks and Information on the Economy Question: “I read today that the Consumer Confidence numbers were up, but the Consumer Sentiment numbers are down. What’s the difference? Answer: Well, very little – see their definitions and recent results below: The Conference Board Consumer Confidence Index®, which had increased in December, improved […]

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The Cornerstone- January 2016

January 26th, 2016 by Legacy Wealth Planning

January 2016 “Happy New Year?” Last week was the worst opening week of any year in history, with the S&P 500 down 5.96%, the Dow Jones Industrial Average (DJIA) down 6.19%, and NASDAQ down 7.26%. The year 2016 has started with tensions from North Korea’s nuclear test, discord (still) in the Middle East, concerns arising […]

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Mark Levy’s Economic Update January 7, 2016

January 14th, 2016 by Legacy Wealth Planning

Usually I say “Happy New Year” in my first newsletter of the year, but the stock market has been correcting from Monday to today and it never feels very good when this happens so I will refrain from this saying this year. Know that I hope for you and your family a healthy, safe and […]

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