Hello Legacy Wealth Alliance Family, Now that Easter is officially behind us, summer (and the heat) have seemingly returned. We hope everyone was able to enjoy the holiday weekend with family, friends, or appreciate a relaxing weekend to yourself! At this time last year, we had begun to see a slew of financial regulatory changes…
DetailsGood Afternoon Legacy Wealth Alliance Family! It has been 28 years (1993) since President Clinton pushed through Congress a major federal tax hike. The Biden White House is backing a variety of tax proposals, including higher income taxes for wage earners reporting at least $400,000 of income. Additional taxes may be sought from corporations (raising…
DetailsDear Legacy Wealth Alliance Family, This is Pattie and I hope you are settling in to 2021 quite nicely. In just looking at the calendar, can you believe the end of February is upon us? The older I become, I feel like time is speeding by as compared to my childhood when it felt like…
DetailsGood Afternoon Legacy Wealth Alliance Family, Happy Valentine’s Day! I hope that 2021 is off to a great start for you, your families, and your businesses. The economic outlook, at least in Arizona, is doing well compared to other major metropolitan areas; Chicago, New York, San Francisco. Something came across my desk a few weeks…
DetailsHello Legacy Wealth Alliance Family, There is a well-known barometer in the capital markets that states “As goes January, so goes the year”. For those of you who are hearing this statement for perhaps the first time, this is another way of saying how the market performs in January is how it is historically likely…
DetailsJanuary 14, 2021 Good Morning Legacy Wealth Alliance Family, As we enter 2021, we do so with hope that the world will continue to make progress in dealing with the many challenges that 2020 presented. Like most people, we were happy to put 2020 behind us. We are, however, looking forward to 2021. …
DetailsDear Legacy Wealth Alliance Family, Hindsight is 2020… That was going to be a joke between my son and me this year, however, I think this took on a different meaning where most people want to put the year behind them and move on. I recently saw a post on social media that…
DetailsGood Afternoon Legacy Wealth Alliance Family, We made it. From all the fears, worries, and chaos that has occurred in 2020, here we are in the last quarter of the year. Recently passing Halloween, this week Thanksgiving, and next month Christmas. Makes me wonder how 2020 will be remembered when my grandchildren start taking…
DetailsDear Legacy Wealth Alliance Family, Knowing last week that I was on deck to write our client commentary, I struggled trying to find something in the news noteworthy enough to write about. At first thought I considered talking about the Coronavirus’s impact on the economy & financial markets but felt that had already been…
DetailsGood Afternoon Legacy Wealth Alliance Family, It is Pattie again writing to you. Can you all believe how fast this year is going by? Fall is my favorite time of year and what better way to enjoy it than to go to Flagstaff. I have been hiking in Flagstaff almost every weekend. I…
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