Legacy Wealth Partners

Checking Your Portfolio Isn't the Same as Reviewing It

Checking Your Portfolio Isn't the Same as Reviewing It | Legacy Wealth Partners Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

Who is on Your Beneficiary Form? A forgotten form can override your will.

Why Time Matters More Than Timing See what a century of investing history shows.

The Comfort Trap Many Investors Fall Into History shows why comfort can come at a cost.

What $100 Invested in 1928 Would Be Worth Today

What $100 Invested in 1928 Would Be Worth Today | Legacy Wealth Partners Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.But what if the most expensive financial decision isn't a bad choice — it's no choice at all?That's what nearly a century of market data suggests. And the numbers are hard to ar...

Guide: When Should You File for Social Security? A quick guide to key Social Security decisions.

Q1 markets were chaotic (here is why) We broke down markets into a 5-minute read

The Hidden Risk of Playing It Too Safe See what a century of history says about cash.

Guide: Social Security Claiming Decisions A simple guide to key Social Security choices.

The Estate Plan That Looks Complete on Paper

The Estate Plan That Looks Complete on Paper | Legacy Wealth Partners Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.The plan is right there in the drawer. The folder is labeled. The signatures are in place.It just doesn't do what the family thought it would do.That's the version of estate plan...