Newsletter Archives | Legacy Wealth Management

Fall Newsletter 2022

Fall Newsletter 2022

Your Questions: Answered. Is social security going to run out by the time I need it? How am I supposed to enjoy my retirement with the

By Alyssa Adams|2023-07-06T12:53:47-06:00September 23rd, 2022|Categories: Newsletters|Tags: 2022, down market, economy, market, newsletter, social security, SSI, tax gap|0 Comments

Summer Newsletter 2022

Summer Newsletter 2022

Take a Deep Breath Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this

By Alyssa Adams|2023-07-06T13:05:53-06:00June 22nd, 2022|Categories: Newsletters|Tags: Bear market, inflation, long term care|0 Comments

Spring Newsletter 2022

Spring Newsletter 2022

Spring is in the Air! Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In

By Alyssa Adams|2023-07-06T13:04:37-06:00March 22nd, 2022|Categories: Newsletters|Tags: Beneficiary, college, COVID-19, economy, estate planning, inflation, Inheritance, Investor behavior, Stewardship|0 Comments

Christmas Newsletter 2021

Christmas Newsletter 2021

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. However, in the holiday newsletter, we

By Alyssa Adams|2021-12-31T15:27:24-07:00December 22nd, 2021|Categories: Newsletters|Tags: Christmas|0 Comments

Fall Newsletter 2021

Fall Newsletter 2021

The Leaves are Changing Colors, the Sun is Sleeping in... It must be Fall! Every quarter, we send out a newsletter to share thoughts and

By Alyssa Adams|2021-12-31T15:16:05-07:00September 28th, 2021|Categories: Newsletters|Tags: Beneficiary, capitalism, COVID-19, death, estate planning, financial crisis, free enterprise, legacy, lending, market performance, recession, risk, strength and resilience, technology, trading technology, youth and trading|0 Comments

Summer Newsletter 2021

Summer Newsletter 2021

This season's newsletter, the advisors tackle the most prevalent questions our clients have had in recent months. We hope you enjoy reading this in an

By Alyssa Adams|2022-01-07T11:24:01-07:00June 16th, 2021|Categories: Newsletters|Tags: COVID-19, Cryptocurrency, inflation, Investor behavior, Ownership, Stewardship|0 Comments

Spring Newsletter 2021

Spring Newsletter 2021

Spring is in the Air Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In

By Sondra Pace|2022-03-09T14:48:00-07:00April 5th, 2021|Categories: Newsletters|Tags: election, fraud, Government, Roth IRA, SECURE Act, stimulus, Stock Market, tax-advantaged, unemployment|0 Comments

Christmas Newsletter 2020

Christmas Newsletter 2020

Merry Christmas and Happy New Year from the LWM Team Every quarter, we send out a newsletter to share thoughts and feelings on various topics

By Sondra Pace|2022-03-30T14:16:38-06:00December 23rd, 2020|Categories: Newsletters|Tags: Christmas, COVID-19, Linda's Retirement|0 Comments

Fall Newsletter 2020

Fall Newsletter 2020

Where's the Yield, The Next Step, Elections and the Market, Change, and The New "Sondra" It's no secret that this year has been full of

By Sondra Pace|2021-02-04T08:38:22-07:00October 5th, 2020|Categories: Newsletters|0 Comments

Summer Newsletter 2020

Summer Newsletter 2020

New Tricks, Some Things Don't Change, Values, and A Little Rebalance In this issue we are diverging from our usual content to share with you

By Sondra Pace|2022-01-07T11:14:40-07:00June 16th, 2020|Categories: Newsletters|Tags: Coronavirus, COVID-19|0 Comments