Below is a list of our most recent newsletters, if you would like to view any of our archived newsletters, please click here.
The U.S. Economy’s recovery from the pandemic continues to surpass LPL Research’s expectations, aided by the accelerating vaccine distribution, massive stimulus, and America’s desire to resume some semblance of normal daily life. LPL Research raised its 2021 economic and earnings growth forecasts on February 8, and they are doing so again. They are raising – […]
First off, it is the time of year when I want to invite you to come into the office for an account review. To make an appointment, you simply go to our Legacy Wealth Planning website, click on the “Make an Appointment” tab and then click on Mark Levy. It will bring up my calendar […]
The New Year is here thank goodness. Everyone wants to put 2020 and COVID-19 behind us. The vaccine is being distributed (albeit slowly) and additional pharmaceutical manufacturers will be releasing more vaccines in the coming months. Hopefully, we will arrive at “herd immunity” soon (this summer?) and we can at that time return to somewhat […]
Well, the election is two weeks away with many voters making use of early voting and mail in Ballots. According to LPL, the stock market is more centered on COVID-19 cases and its effects on growth for the U.S. economy than on what happens in the election. Also, Speaker of the House Nancy Pelosi and […]
As of this morning, the Nasdaq Composite Index has made new highs recently, as has the S&P 500 Index. The Dow 30 Industrial Average is trading at 28,493, below its February high of 29,398. Looking ahead, LPL Research believes with the presidential election 2 months away that it is at this moment, a coin toss. […]
We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that continue to impact our communities and our economy. That’s why we’re looking ahead for new ways to […]
We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that continue to impact our communities and our economy. That’s why we’re looking ahead for new ways to […]
Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression. The Great Recession. The Great Lockdown. Well, we’ve moved into what we might call the Great Disconnect. How can stocks have rebounded so strongly in the last month amid so much suffering and economic damage? […]
“We must live and function in the times we are in”. This is what I tell my friends and family, and it seems to help those who are close to me accept the Covid – 19 circumstances we are currently dealing with. Our Legacy Wealth Planning office has amended our normal hours to now be […]
The tough times that global markets were experiencing due to the spread of COVID-19 (coronavirus) worsened this past weekend as a price war between Saudi Arabia and Russia resulted in sharply declining oil prices. This combination of events is testing investors’ patience as we await a catalyst for a near-term recovery. We need to remember […]
Here is a newsletter written this morning by Burt White, Head of LPL Research, that brings into perspective what is happening now in the markets. Monday was a tough day in the stock market, with the S&P 500 Index down more than 3% as the number of coronavirus cases reported outside of China jumped. Monday’s […]
First, let me address a frequent question; “When will I receive my tax info from LPL”? The answer is the first batch of normal 1099’s will be sent out by LPL February 20th. If you own securities that generate foreign dividends as an example, that tax info can be expected in mid to later March […]
Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors. One year ago after LPL Research published Outlook 2019 we were all tested with market volatility, and that’s a reminder that we need to continue to be prepared for uncertainty in the markets. As […]
Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although we expect to see regular — but normal — bouts of volatility as we progress through the fourth quarter. In its first week October has lived up to its reputation as a volatile […]
I am writing this newsletter early Tuesday morning, so it won’t include the action of the Federal Reserve (FED) in their meeting on interest rates which is taking place as I write this. Expectations are for a cut in the Fed Funds rate, but nothing is certain these days. The equity markets rose in the […]
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