After the Dow Jones Index hit an all-time high on February 14, 2020, the market has had one of its worst single week losses since 2008*. Once news broke that the Corona virus that began in China, had now reached other countries, the market has rapidly declined this week. Fueled by the sensationalism of news…
DetailsCongress recently passed—and the President signed into law—the SECURE Act, landmark legislation that may affect how you plan for your retirement. Many of the provisions go into effect in 2020, which means now is the time to consider how these new rules may affect your tax and retirement-planning situation. However, clients, financial advisers and tax…
DetailsThe markets have been volatile over the past couple of weeks. We are here to support your efforts to help clients maintain perspective and make sound decisions. We have included the below talking points to help explain the recent volatility and answer questions clients might have. What happened? Over the past week, equity markets have…
DetailsI hope you all had a great Thanksgiving with family and friends and time to be grateful for all that we have. One of the things we are so appreciative of is your business. We value our relationship with you, your families, and your businesses. We recognize that you have choices regarding financial planning firms,…
DetailsThe markets have been volatile over the past couple of weeks. We are here to support your efforts to help clients maintain perspective and make sound decisions. We have included the below talking points to help explain the recent volatility and answer questions clients might have. What happened? Over the past week, equity markets…
DetailsWe hope your summer is off to a great start. While the weather in the desert in May was spectacular, the 100 degree days are now upon us in June. Which means for all us Arizonans, planning a get a away to leave our hot weather and head to cooler climates is a must over…
DetailsI hope your 2019 is off to a great start. I know I am getting older when the first quarter is almost over, and I still remember Christmas as if it was yesterday. At the same time, I am getting tired of looking out my office window and seeing the beautiful “almost” spring weather we…
DetailsWe have been providing market commentary for the last few months since the market decline in October. It is also important to report the positive headway made in January. The Dow Jones, made up of 30 stocks, reached its lowest point on Christmas Eve to close at 21,792.20. As of January 31, 2019, The Dow…
DetailsOne of the things we are so appreciative of is your business. We value our relationship with you, your families, and your businesses. We recognize that you have choices regarding financial planning firms, and we are so blessed to have you as part of our Legacy Wealth Alliance family. My desire is the hustle and…
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