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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 this season’s Legacy Wealth Management newsletter, read about the topics we have gotten the most questions about recently – explaining the market’s reaction to the change in political office, unemployment fraud,
tax-advantaged retirement accounts, and a brand new section at the end where we highlight a humorist.

We are thinking of you, and wish you and your families comfort and peace.

(click image below to open the newsletter)

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

About the Author: Sondra Pace

Check the background of our investment professionals on FINRA’s BrokerCheck here.

This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice. Fixed insurance offered through Legacy Wealth Management, LLC.

Cambridge’s Form CRS (Customer Relationship Summary).

Spring Newsletter 2021

Spring is in the Air

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About the Author: Sondra Pace