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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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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we may only discuss or transact securities business with persons residing in states where we are currently registered. We are registered in the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wyoming.


Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Mariner Independent Advisor Network. Mariner Independent Advisor Network LLC and Legacy Wealth Planning are separate entities from LPL Financial. FINRA / SIPC

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