Archive for the ‘Mark Levy’s Newsletters’ Category

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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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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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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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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Mark Levy’s Economic Update – November 18, 2015

November 25th, 2015 by Legacy Wealth Planning

My thoughts and prayers are with the victims of Friday night’s terrorist attacks in Paris.  Events like this stir up many powerful emotions, including anger, fear, sadness, confusion, and regret, and these emotions are not easily repressed. It is difficult to shift our attention away from this tragedy and toward the financial markets in times […]

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Mark Levy’s Economic Update – August 4, 2015

August 11th, 2015 by Legacy Wealth Planning

 We seem to be back in a period of worry and concern. Greece was in the headlines for the last few months. After much posturing by its new government to not cave in to European pressure to cut pension benefits and abide by more stringent austerity measures, they ended up doing exactly that. I suppose […]

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Mark Levy’s Economic Update – Wednesday, June 10, 2015

June 25th, 2015 by Legacy Wealth Planning

During the last few trading days, U.S. and European equity markets have been weak – but not today. The Dow 30 Industrial Average is currently up 250 points on the day (Wednesday) and is trading at 18,014. European markets are also higher today. Look at Germany’s DAX index – it is up over 3% today. […]

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Mark Levy’s Economic Update – January 2015

January 15th, 2015 by Legacy Wealth Planning

Mark Levy’s Economic Update – Thursday, January 08, 2015 Since my last letter in December, stock markets and oil markets have been volatile. The stock market is actually higher today than at last month’s writing. The Dow 30 Industrial Average is currently trading at 17, 841 – a few hundred points below its all-time high. […]

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Mark Levy’s Economic Update – December 2014

December 19th, 2014 by Legacy Wealth Planning

Mark Levy’s Economic Update – Wednesday, December 10, 2014  My opening comment last month was about declining oil prices and the same will be the case in this month’s letter. This morning, Brent Crude Oil has dropped below $65/barrel for the first time since 2009 and OPEC has cut their demand forecast for Crude Oil […]

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