Legacy Financial Partners

Blog

icon-divider

Tax Burden Shifts in Divorces

September 7, 2018 |

The Tax Cuts and Jobs Act (TCJA) featured an important provision for divorcing couples to consider. For divorces executed after Dec. 31, 2018, alimony will no longer qualify as a...

Read More

Wealth and the Trump Effect

September 7, 2018 |

The Tax Cuts and Jobs Act was meant to kickstart the economy with growth not seen in a decade. Six months in, the results are a bit lackluster. Business investment...

Read More

Trends in Real Estate

September 7, 2018 |

1   In the Middle Ages, society was more interdependent. It wasn’t unusual for households to consist of far more than just biological family members; a myriad of shifting residents...

Read More

Takeaways From the 2018 Berkshire Hathaway Annual Meeting

August 13, 2018 |

As he does each year, the United States’ arguably most successful investor, Warren Buffett, shared his wisdom and observations at this year’s Berkshire Hathaway annual shareholder meeting. Buffett is known...

Read More

Retirement Investing

August 3, 2018 |

Retirement planning looks much different than it did a century ago. With lifespans and retirements lasting longer, it’s not just about planning for a financial future; we must also create...

Read More

Market Trends

July 30, 2018 |

Fueled by more plentiful jobs, the U.S. residential real-estate market is skyrocketing. In some areas, particularly major metropolitan cities, buyers are struggling to either find or afford a home. Those...

Read More

What Higher Interest Rates Could Mean for You

July 30, 2018 |

Unemployment is at its lowest level in years.1 Many Americans are seeing a bump in their paychecks due to the new tax law, and the stock market is remaining resilient...

Read More

Economic Effects of U.S. Putting ‘America First’

July 20, 2018 |

At the start of this century, the internet enhanced global communication, and the world transitioned into one massive economy. But this new landscape came at a cost, and after years...

Read More

Impact Investing

July 6, 2018 |

The new federal government stance toward deregulation may lead many companies to roll back operational practices, potentially resulting in higher profit margins.1 However, shareholders may have a say in this...

Read More

Strategies for Optimal Social Security Payouts

July 6, 2018 |

Social Security benefits are typically synonymous with retirement income. It would be inefficient to create a retirement plan without first estimating how much you will receive from the government.1 According...

Read More

Pros and Cons: Fewer Regulations in the U.S.

June 22, 2018 |

One of the current administration’s persistent themes has been deregulation — cutting through the red tape in the rules of doing business. In one instance, Donald Trump was filmed standing...

Read More

Handling Market Corrections Correctly

June 15, 2018 |

Today’s political environment and recent volatility in the U.S. stock markets, particularly February’s correction, caused concern for some investors.   If you’ve met with a financial advisor who designed a...

Read More

The Income Gap and the Economy

June 8, 2018 |

The income gap between the wealthy and the poor is widening in the U.S.1 Why does that matter? Because there are studies that indicate a wide swathe of income differentiation...

Read More

Banking Trends

June 8, 2018 |

In its recent 2018 Banking Industry Outlook report, Deloitte identified six key themes that are driving trends for financial institutions today:1   Redefining what makes for a positive customer experience...

Read More

Inflation: Expectations for 2018

May 25, 2018 |

It seems as if inflation has been biding its time. Since the financial crisis a decade ago, growth in prices and wages has been muted.1 However, many financial analysts believe...

Read More

Putting a Value on Real Property

May 22, 2018 |

Real property generally refers to land, but it also can include structures, bodies of water and machinery.1 It typically denotes property of significant value, which is why state and local...

Read More

Investing in Europe

May 22, 2018 |

It’s often said that when one asset class falters, others are likely rising. To some extent, this may be occurring with U.S. equities. The stock market correction that started in...

Read More

Investment Themes for This Year

April 30, 2018 |

In the investment community, all eyes are on inflation this year. Economic analysts at Merrill Lynch anticipate further tightening in the labor market, to the tune of 3.9 percent unemployment...

Read More

The New Tax Law: Things to Consider

April 30, 2018 |

Who will be affected by the new tax legislation that went into effect Jan. 1? That is a question many are asking.   While “everyone” is likely to see some...

Read More

Balancing Investor Euphoria With Market Reality

April 20, 2018 |

Many social media users share nearly all aspects of their lives, from photos of cute kids and pets to their political views. And now, we even are seeing posts from...

Read More

Past Articles

icon-divider

Ready to take
The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 561.467.4100