Archive for the ‘Phil Mahoney’s Newsletters’ Category

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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The Cornerstone November 2016

November 14th, 2016 by Legacy Wealth Planning

“Post Election” I said a few months ago that: “The current market is certainly a headscratcher and is difficult to sort out”. That certainly hasn’t changed much in that last few months or weeks, and the results of the election have certainly not helped either. What has Happened? Donald Trump has been elected as the […]

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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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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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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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The Cornerstone September 2015

September 29th, 2015 by Legacy Wealth Planning

“Black Swan or Opportunity?” What is a Black Swan? The theory was developed by Nassim Taleb to explain unexpected events of large magnitude and consequence and their dominant role in history. They are generally unforeseen, can be terrifying and often become the “reason du jour” the markets move negatively with seemingly few reasons. The equity […]

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Phil Mahoney’s The Cornerstone – July 2014

July 14th, 2014 by Legacy Wealth Planning

“The World Cup and Equity Markets”  There is no doubt that the World Cup captures huge attention and generates a massive amount of passion – but does it affect stock markets?  Apparently so. According to Goldman Sachs, there is a clear pattern of outperformance by the (country) winning team in the weeks after the World […]

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Phil Mahoney’s The Cornerstone – June 2014

June 25th, 2014 by Legacy Wealth Planning

“Fish see the bait, but not the hook; men see the profit, but not the peril.” (Chinese Proverb) The key to successful investing is not seeing the future with some kind of mythical vision — it is seeing the present with clarity. I think this is as true today as ever, in a world recovering […]

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Phil Mahoney’s The Cornerstone – April 2014

April 10th, 2014 by Legacy Wealth Planning

The Cornerstone April 2014 Special Edition “What’s up with High Speed Trading – and What About the Google Split?” I’ve been getting many calls and decided to publish a short Cornerstone to address these two specific concerns. First, is the stock market rigged in favor of high-speed electronic trading firms? Perhaps, but that shouldn’t matter […]

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Phil Mahoney’s The Cornerstone – February 2014

February 20th, 2014 by Legacy Wealth Planning

  The Cornerstone February 2014 “The Best Investment Approach”  It has become more common for advisors and research analysts to speak about Thematic, Thesis or even Opportunistic approaches to investing – the secret sauces that keep your portfolios humming.  Are these just more made up ideas or marketing gimmicks to keep the public on their […]

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