Here Comes August, Time to Buckle Up?

July 31st, 2019 by Legacy Wealth Planning

It has been a great year for stocks. As of July 30, 2019, the S&P 500 Index is up more than 20% so far in 2019. To put that in perspective, since WWII only seven years have been up more than 20% by the end of July, with 1997 being the last time it happened. […]

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5 Big Problems to Solve Before You Retire

July 26th, 2019 by Legacy Wealth Planning

It seems, sometimes, as though financial professionals come in only two flavors. There are those who promise everything is going to be fine; you don’t have to fret about retirement, they say, because they’ll help you make more than enough money to get you through. And then there are the hand-wringers who just can’t stop […]

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The Dow’s Hot July

July 17th, 2019 by Legacy Wealth Planning

Blue chip stocks have been on a tear this month. The Dow Jones Industrial Average (Dow) has risen 2.8% in July, the best performer of the four benchmark stock indexes we track. As shown in the LPL Chart of the Day, The Dow’s Hot July, the Dow also posted three straight record closes (through July 15) […]

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You can buy insurance for practically anything these days. Planning a vacation to France? Your airline, travel agent or even hotel will likely offer trip insurance in case you need to change your dates or cancel. Going to the casino? You can insure your blackjack hand in case it’s not your lucky day. Recently, I […]

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Let’s Talk About Pullbacks And Corrections

July 10th, 2019 by Legacy Wealth Planning

Let’s get one thing straight: Market pullbacks, corrections, and bear markets happen. Last year was a perfect example of this: The S&P 500 Index endured five separate 5% pullbacks throughout the year, and a nearly 20% bear market correction from the September peak until December 24. (We consider a pullback 5% off the recent highs, […]

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Six Tips To Take Control of Your Financial Health

July 9th, 2019 by Legacy Wealth Planning

Similar to taking care of your personal health by proactively incorporating healthy habits and annual checkups, you can also take control of your financial health when you are proactive and engaged in managing your finances. And also like your physical and mental health, your financial health requires an ongoing commitment and focus in order to […]

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Outlook 2019 Fundamental

January 2nd, 2019 by Legacy Wealth Planning

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