Legacy Financial Partners



Tech Talk: Energy Innovation, Machine Learning and Artificial Intelligence

July 23, 2019 |

Technology is the largest single segment of the stock market — bigger than the industrial and financial sectors. It’s also an industry of constant innovation and unlimited potential, presenting enormous...

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Don’t Avoid Family Conversations About Money

July 16, 2019 |

One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care? Will one spouse quit their job...

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Stock Market Roundup: What to Watch

July 9, 2019 |

Between 1926 and 2018, the S&P 500 experienced double-digit annual losses only 11 times. Not only did the market recover, but the index has never permanently lost ground in any...

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More Tax Considerations For 2019

July 2, 2019 |

According to IRS estimates, taxpayers collectively pay about 82 percent of taxes they legitimately owe. This amounts to about $458 billion annually in lost taxes, based on data from 2008...

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Boosting Financial Literacy is a Top Priority

June 25, 2019 |

Financial literacy has always been a challenge. However, now that much of the burden of retirement income has shifted to employees instead of employers, it is all the more important...

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Retirement Planning Challenges

June 18, 2019 |

In 1985, only 10 percent of people aged 65 and older were either in the workforce or job hunting. Today, that share has doubled, for a couple of reasons. First,...

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Tech Trends

June 11, 2019 |

There are different formulas for launching highly successful companies. First, create a product that solves a problem that no one knew they had — for instance, how online search engines...

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Retirement: Savings and Financial Health

June 4, 2019 |

As many baby boomers near retirement, some new facts are coming into focus. According to the latest Government Accountability Office (GAO) report on retirement security, 29 percent of households aged...

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Real Estate Investing

May 28, 2019 |

Investing in real estate can be an option to help diversify a portfolio because the market isn’t directly correlated with stock and bond markets. You don’t have to buy properties...

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We Had a Strong Q1 2019; What’s the Outlook for the Rest of the Year?

May 21, 2019 |

The first quarter of 2019 proved to be a strong one. The S&P 500 posted a 13.1% gain (the highest quarterly gain since 2009), the Dow Jones Industrial Average rose...

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Companies Creating Vertical Investing Opportunities, Others Investing in Communities

May 14, 2019 |

There is a new trend toward investing in American initiatives that aligns with the president’s focus on making the country great. Initiatives are cropping up to help create the potential...

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Bull Market Turns 10

May 7, 2019 |

March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in...

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IRA Refresher

April 23, 2019 |

In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the same at...

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Insights from the “Oracle of Omaha”

April 18, 2019 |

In his 2018 Berkshire Hathaway annual report, published in February, renowned investor Warren Buffett reiterated the holding company’s objective to purchase well-managed businesses with positive and sustainable economic characteristics –...

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Tax Tips: Look ahead while looking back at 2018

April 9, 2019 |

If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax return this year. A lot of people opted for...

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Don’t Leave Your Long-Term Care Plan to Chance

March 25, 2019 |

According to new research from Genworth, one of the nation’s leading long-term care insurance companies, Americans are both entering caregiver roles and requiring care at younger ages. Among the study’s...

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Importance of Airline Industry Continues Ascent

March 19, 2019 |

After all the inconvenience it caused nationwide, it appears the main impetus for ending the federal government shutdown in January was its impact on air travel. On Jan. 25, the...

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Annuity Strategies That Keep the Income Flowing in Retirement

March 12, 2019 |

More than 90 percent of American workers in their 50s don’t have a pension and 46 percent don’t participate in an IRA or 401(k) at work. A recent study found...

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2019 Market Prognostications: What the Experts Say

February 26, 2019 |

By the end of 2018, not one of the eight asset categories tracked by Ned Davis Research was on track to post a return greater than 5 percent. Since it’s...

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Responsible Investing Options Keep Sprouting

February 19, 2019 |

Nearly $23 trillion of assets worldwide are managed using responsible investing (RI) strategies, a 25 percent increase since 2014, according to the Global Sustainable Investment Alliance. New funds focused on...

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Past Articles


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