An Advisor’s Value can Increase as the Value of Your Account Decreases - By Peter Geckeler

I began working in the financial planning industry in 2013. Since then, we have seen the Dow & S&P almost double in value with historically low volatility. From an investment standpoint, any retail investor would have had a hard time not increasing their account value over this time span; however, the investment environment has not always been this kind to investors.

Mindful But Not Alarmed - By Jerry Black

Here at Legacy Planning Group, we are mindful but not alarmed. Market volatility is par for the course and there have been certain media exploitations of the data of what has transpired in the markets over these past few days. Yesterday the DOW (which represents only 35 stocks) was down 1100+/- points, or roughly 4% of the value.

Perspective on Estate Planning - By Chris Cushman

When you talk about your life’s final wishes and the plan for your estate the conversation usually focuses on what documents (wills, trusts, powers of attorney) are ideal to pass assets to kids. Our lives are busy and we need to get some things in order so we can check one more thing off our list.

Tax Reform - By Peter Geckeler

As most of us were getting ready to celebrate Christmas, President Trump was signing into law the Tax Cuts and Jobs Act, or TCJA – a sweeping tax reform. Due to the length & complexity of the new law, we have received a lot of questions here at Legacy in January. Most articles that I have read go into depth about the changes for individuals, corporations, trusts, and estates.

Reflections - By Jerry Black

Reflections, there are all kinds of them. Most people never see them because you usually have to look for them to see them. I see them a lot because I like to see them. They are unusual.

The Bull Market Could Continue Forever

This headline1 from CNBC in August is probably more wishful thinking than thoughtful analysis. Yet the current bull market starting in March 2009 has already lasted over 100 months when measured by monthly returns and a 20% threshold. During that time, the market has risen over 300% in total return.

The Dot or the Line - by Peter Geckeler

As we approach the end of the year, I have been attempting to finish out my 2017 reading list.

Beginning the Investment Journey - By Chris Cushman

When you start investing there are many factors to consider. What should you buy? How much should you save? What type of account? There are many other details!

Patience is an International Virtue - By Peter Geckeler

The past five years have not been kind to those investing their money in international markets.

From the Inside Out - By Branden Côté

Generosity begins within you & flows to your family. Where it, in turn, impacts your friends & onto their families.

Syndicate content

Website Design For Financial Services Professionals | Copyright 2014 All rights reserved

Website Design For Financial Services Professionals | Copyright 2020 All rights reserved