Below is a list of our most recent newsletters, if you would like to view any of our archived newsletters, please click here.
In this week’s newsletter, we’re spotlighting key highlights from LPL, which provides an in-depth look at what next year’s economic and market environment might hold. SETTING THE STAGE: THE ECONOMIC LANDSCAPE. As we enter 2025, several economic trends are expected to shape the year ahead: Overall, this environment could prove favorable for equities, with steady […]
Understanding market trends is vital for all investors, no matter their political views, as elections and policy changes impact economic and financial outcomes—so we provide clear, unbiased updates to guide you. Last week’s decisive election result brought clarity to U.S. markets as former President Donald Trump won re-election, becoming the second president (after Grover Cleveland […]
When it comes to investing, gold may be the antithesis of artificial intelligence (AI). The precious metal has served as a store of value for thousands of years with zero technological innovation — gold is discovered, not developed. Gold is also a tangible asset and can act as a potential hedge against inflation or a […]
Pullbacks are the stubbed toe of the stock market. Our LPL Research analyst shared that he was reminded of this over the last week as he contemplated the recent surge in volatility while picking up toys after his two-year-old finally fell asleep. As he carried a Tonka truck back to its usual parking spot next […]
We recently traveled to Caesar’s Palace in Las Vegas for an LPL conference focused on Model Wealth Portfolios, alongside other LPL Advisory platforms and portfolios. To grasp the sheer scope of their product offerings, there are literally thousands of portfolio options available for advisors and clients alike. Our experience left us highly impressed with LPL […]
To say May was an eventful month for the market is an understatement. Investors navigated around the latter half of first-quarter earnings, a breakout to record highs for the broader market, elevated volatility across fixed income and currency markets, and a mixed bag of economic data — not to mention elevated political uncertainty stemming from […]
The “Sell in May and Go Away” maxim originated in London under a slightly modified phrase: “Sell in May and go away, come back on St. Leger’s Day.” The St. Leger is a famous fall horse race in the U.K. that dates back to 1776. The premise behind the saying is that investors should sell […]
First quarter earnings season kicks off this week with several big banks reporting this Friday, including sector bellwether JPMorgan Chase (JPM). This quarter will seem quite similar to the fourth in terms of growth and drivers, with mega cap technology leading the way. But importantly, the point when the “493” will start contributing to overall […]
We want to thank our clients and friends that participated in our fundraiser event for “Scoot to the Stars” dog rescue charity here in Reno. We had a fun afternoon last Friday with the dogs in their wheelchairs and we really appreciate the generosity of the participants. Thank You! Now to the markets – Fourth […]
A positive January has historically been a bullish sign for stocks. Yale Hirsch, creator of the “Stock Trader’s Almanac”, first discovered this seasonal pattern back in 1972, which he called the January Barometer and coined its popular tagline of ‘As goes January, so goes this year.’ The evidence leans toward yes, as we explain. Isolating […]
The fourth quarter earnings season kicked off last week, and markets were generally left wanting more. That doesn’t necessarily mean this earnings season will be disappointing, especially considering the bar has been lowered so much. Plus, some of the disappointment was around special bank charges and November-quarter-end companies’ results were solid. This reporting period may […]
Here is the last paragraph from our newsletter last month: “Moving forward, LPL Research expects a strong job market, cooling inflation, the end of Fed (Federal Reserve) rate hikes, stable interest rates, and growing corporate profits to help stocks overcome these worries and keep this young bull market (a rising equity environment) going. And we […]
Thank you to all our clients who signed our recent Mariner Compliance letters and DocuSign emails. This was a big effort, and we are 98% completed with the process. As a reminder, on our clients’ end, there are no changes. It is only in our regulatory world that we at Legacy Wealth Planning will be […]
First, a reminder for clients. Our new Compliance Company, Mariner Advisor Network, has been mailing forms to you for signatures. Your signature simply acknowledges that we have hired Mariner to be our Compliance entity for Legacy Wealth Planning. We used to do this in house, but our growth has made this a larger effort, so […]
For our clients – Our advisory business (managed accounts) has grown dramatically in the past few years, and we are adding a new firm, Strategic Wealth Advisory Group (SWAG) / also known as Mariner Independent Advisor Network to assist us in compliance and operational support. Most of you are comfortable with email and DocuSign and […]
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