News and Articles

These news and articles are provided as insight into Legacy’s wealth management philosophy and investment process. By utilizing a wealth of capital market research and analysis, Legacy Wealth Management group is dedicated to demonstrating and helping you develop a more sound investment portfolio and strategy. News, current events and changing financial markets are all important factors in your investment decisions and Legacy Wealth Management group is here to keep you informed throughout each of these changes.

Dimensional adds ETFs to their Portfolio

You may have noticed that on Friday, June 11, 2021 Dimensional Fund Advisors converted a few of their mutual funds into Exchange Traded Funds, or ETFs. Because many of our allocations hold these funds, I wanted to explain why these changes are beginning to take place...

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Perspective on the Second Quarter of 2021

In varying degrees, U.S. and foreign economies are beginning to “open back up” as vaccines against the coronavirus continue to be administered. Through the first six months of the year, stocks were up 14.3% (as proxied by the Russell 3000 Index) and long-term Treasury...

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Quarter One 2021 Summary

How Diversification Helped Your Portfolio This YearThe performance of equity and bond markets in the first quarter of 2021 has been as close to opposite of the start of 2020 as it gets. A year ago, stock markets had dropped as lockdown began, with the sole source of...

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Flexibility in Practice: How We Handled GameStop

Althea Trevor, CFA Head of Equity Portfolio Strategists and Vice President Dimensional Funds   PERSPECTIVES - February 11, 2021 GameStop has been front and center in the financial news on account of the stock's significant price volatility over a few weeks. And...

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Quarter End Summary Q4 2020

The Year 2020 in 4 ChartsThe conclusion of 2020 left each of us experiencing a combination of change, adjustment, loss or struggle. However good or bad (or some roller-coaster variation of both), the year saw pockets of positivity and noteworthy change that reminded...

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4 Financial Planning Topics for Year-End 2020

Title: 4 Financial Planning Topics for Year-End 2020 It is probably an understatement to call this year unusual, and that extends to the financial planning topics that our advisors are focused on heading into the end of 2020. We have divided the items in this article...

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Perspective on the Second Quarter 2020

Perspective on the Second Quarter  Throughout the second quarter of 2020, we have begun to see the expected impact of the coronavirus on U.S. and world economies. Some areas are reopening, while others remain hot spots with record daily cases of the virus being...

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Planning Ideas Around Retirement Accounts

Several new planning opportunities have been created by the CARES Act, the SECURE Act and the subsequent IRS guidance related to how these are affected by the extension of the tax deadline. In this article, we would like to share with you several of those planning...

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Perspective on the First Quarter

We have all lived through a lot of change these past few months because of the coronavirus. Over the course of this coming year, the world will return to everyday routines, albeit with some differences. Some of us will be getting on airplanes for long-overdue visits...

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Navigating the Current Financial Market and Global Volatility

Global concerns heightened this month as countries around the world are grappling with the novel coronavirus. Questions about economic growth and health and public safety have caused governments, corporations and individuals to feel unsettled as actions such as remote...

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CARES ACT 2020

Last week, the U.S. government signed into law the largest economic stimulus bill in our country’s history in response to the effects of the coronavirus. The more than $2 trillion relief package, the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, is...

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We Are All in This Together

Since January, we have been focused on the coronavirus as people around the world cope with the developing global health crisis. Last week, Tom Hanks announced that he and his wife, Rita Wilson, had both tested positive for the coronavirus. This surprising news had an...

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Market Returns Following Downturns

When we consider the historical performance of the U.S. stock market, the data tells us that the greatest rewards to investors have often come after the largest declines, but it requires investors to remain invested through some very difficult times to attain them.1...

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Global Market Volatility Update

The global financial markets began this week with a sell-off with global equities down more than 7% midday following large declines in oil prices and continued concerns about containing the community spread of the coronavirus.1 We realize it can be distressing to see...

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3rd Quarter 2019 – Quarter Summary

Over the past quarter, a flurry of international events dominated headlines, and in parallel, the global equity markets have experienced volatility without much direction. The global trade issues drove the news cycle, primarily driven by the conflict between the United States and China over tariffs.

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2nd Quarter 2019 – Quarter Summary

2nd Quarter 2019 – Quarter SummaryJuly 8, 2019 Long before Dear Abby first appeared in the San Francisco Chronicle in 1956, we have been seeking the advice of others. The Athenian Mercury, considered by many to have published the first modern advice column, put reader...

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1st Quarter 2019 – Quarter Summary

1st Quarter 2019 – Quarter SummaryApril, 2019On March 13, the unthinkable happened when social media giants Facebook and Instagram (owned by Facebook since 2012) were unavailable for more than 12 hours. While some were frustrated by the service outage, others were...

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4th Quarter 2018 – Year End Summary

4th Quarter 2018 – Year End SummaryJanuary, 2019Throughout 2018, volatility in the U.S. stock market caused some people to ask whether it was different this time. With breaking news regularly flashing across phones and TV screens, many found it difficult not to be...

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Legacy Wealth Management Group

Greg Feese CRPC®, Investment Advisor Representative.  Advisory Services offered through PR Wealth Management Group, Inc., a Registered Investment Advisor. PR Wealth Management Group, Inc., a Registered Investment Adviser, doing business as Legacy Wealth Management Group of Las Vegas, LLC.  PR Wealth Management Group, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. This is not a solicitation for sale of securities in any jurisdiction.. The investment advisory representatives referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.

© 2019 Legacy Wealth Management Group Las Vegas LLC.

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