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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 – 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 – July 2013

July 19th, 2013 by Legacy Wealth Planning

  The Cornerstone July 2013 “The Path to Higher Rates”   Higher Rates-This is a story or perhaps just a preview of what we have been talking about for a long time.  The difference is that there are a few nuances that in my opinion make the story a little different: First, I don’t believe […]

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Phil Mahoney’s The Cornerstone – August 2012

August 10th, 2012 by Legacy Wealth Planning

The Cornerstone August 2012 “Think International.” Not to say that all Americans are myopic all the time– but at times, many of us can be. We see the world through a different set of lenses that get fogged up and keep us from broadening our views. I’m suggesting then, that perhaps we just consider this […]

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Phil Mahoney’s The Cornerstone – December 2011

December 23rd, 2011 by Legacy Wealth Planning

The Cornerstone December 2011 “Acronym Soup” The whipsaws continue. Due to surging consumer spending, good economic indicators and central bank intervention the S&P surged 7.4% in the week that ended December 2nd. The move was second in history only to the huge week of March 9-13, 2009, according to money manager Louis Navellier. This explosion […]

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Phil Mahoney’s The Cornerstone – October 2011

October 18th, 2011 by Legacy Wealth Planning

The Cornerstone October 2011 “Connect the Dots Forward” If you have not heard of “TED”, I encourage you to go to the website, www.ted.com and listen to some of the speakers they feature. I just listened, again, to Steve Jobs: “How to live before you die”, a very moving presentation especially given his recent passing. […]

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The Cornerstone – Late August 2011

September 13th, 2011 by Legacy Wealth Planning

The Cornerstone Late August 2011 “Let’s not do that again…” What a month it’s been, and, I think it’s important to discuss a few things: First, we all recognize the market changes that have occurred since the end of July and want to know what happened, why it happened and what this means for our […]

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