View helpful articles here to help with questions you may have regarding your financial journey.
Provided by Advisor Stream
Curated Articles
The following is a curated list of news articles from well known publications that’s intended to provide you helpful information.
A boomer lives on $2,600 monthly from Social Security and his Walmart job: 'If I had $1 million, I don't know what I would do with it.'
George Dziamniski, 62, lives on Social Security and a Walmart paycheck in Pennsylvania. He lives simply and avoids the need for extensive retirement savings, he said. But many older adults have an income near the federal poverty line and aren't sure they can retire. Read More
How The Presidential Election Could Wreck Your Investment Portfolio
Navigate election market volatility. Discover how presidential elections impact portfolios and learn key strategies to protect your investments. Read More
Most 'finfluencers' will lose your money. Here's why they've got so many followers anyway.
Finfluencers touting money-losing advice typically have more followers than skilled accounts, according to a study. Retail investors are attracted to these accounts due to their optimistic views, the study said. Betting against "antiskilled" finfluencers can yield a monthly 1.2% abnormal return. Read More
A boomer dad who's 6 months away from retirement has already started gifting his Gen X and millennial kids their inheritance
A 68-year-old government employee in Canada is already passing his wealth on to his adult children. He says he's set for retirement and wants to help out his kids in their financially demanding years. He's part of a trend of baby boomers who are proactively passing their wealth down to their kids. Read More
AI is quietly being used to pick your pocket
Retailers have figured out how to set prices based on your age, mood, and sexual orientation Read More
Market Psychology: Capitalizing On Emotional Drivers Of Market Trends
Tools such as the VIX, high-low index, and bullish percentage index help to quantify these sentiments, providing insights that go beyond basic financial analysis. Read More
Quarterly Economic Update
View our most recent quarterly economic update to stay informed.
Legacy Group Quarterly Update | Q1 2024 Review
Archived Economic Updates
Looking for updates from the past? Click any of the reports below to view a previous quarterly update.
Legacy Group Specialized Services:
Get In Touch With Us Any Time
We take a cross-disciplinary approach to provide you with a custom blueprint to achieve your goals, dreams and aspirations:
LOCATIONS
Nassau
6800 Jericho
Turnpike
Suite 202W
Syosset, NY
11791
Suffolk
1393 Veterans
Memorial Highway
Suite 307 S
Hauppauge, NY
11788
Queens
2112 Broadway
Astoria, NY
11106
Keep up to date and
Stay In The Know
Sign up for monthly emails that keep you up to date with tips and what is happening in the market.