Investment Advice Archives | Legacy Wealth Management

Summer Newsletter 2024

Summer Newsletter 2024

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, Mike breaks

By Alyssa Adams|2024-06-12T09:40:51-06:00June 12th, 2024|Categories: Newsletters|Tags: 2008, 2024, deflation, Fed rate, inflation, investment advice, investment strategy, Investor behavior, market fluctuations, President Biden, President Trump, presidential election, recession, stagflation|0 Comments

Spring Newsletter 2024

Spring Newsletter 2024

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, Dan discusses

By Alyssa Adams|2024-03-28T09:11:00-06:00March 28th, 2024|Categories: Newsletters|Tags: 2024, investment advice, investment strategy, Investor behavior, technology, trading technology, yield|0 Comments

Safety Now Pays… a Little

Safety Now Pays… a Little

One of the side benefits to all these interest rate increases by the Federal Reserve is that savers are now getting a bit of compensation.

By Mike Berry|2023-09-05T16:02:15-06:00September 6th, 2023|Categories: Articles|Tags: 2023, Interest, investment advice, Savings|0 Comments

Why Keeping a Mortgage to Save Taxes Doesn’t Make Sense

Why Keeping a Mortgage to Save Taxes Doesn’t Make Sense

Common logic in this country goes something like this: “Since I’m able to deduct my mortgage, I should keep it as long as possible, so

By Dan Funderburk|2023-07-06T11:34:36-06:00May 24th, 2023|Categories: Articles|Tags: interest rates, investment advice, mortgage, tax advice, Taxes|0 Comments

Cash is Paying 4% – Why Would I Invest Anywhere Else?

Cash is Paying 4% – Why Would I Invest Anywhere Else?

A silver lining to the rout in the financial markets in 2022 is that cash and cash-equivalents are actually paying decent interest. As I write

By Dan Funderburk|2023-07-06T10:46:57-06:00February 22nd, 2023|Categories: Articles|Tags: 2023, CDs, Certificates of Deposit, economy, FAQ, high-yield savings, inflation, investment advice, investment strategy, Investor behavior, Portfolio design, recession, Savings, Stock Market, Treasury, Treasury Bonds|0 Comments

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