Governor Ducey officially put our state on lock down status at 5:00 PM yesterday. As we have shared, our office has been open since the inception of COVID-19. Upon hearing the Governor’s news on Monday, we huddled as a team to discuss the next steps. While we do have contingency plans in place to be…
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…
Congress 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…
The 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…
I 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,…
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, and we are so blessed to have you as part of our Legacy Wealth Alliance family. My desire is the hustle and…