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Monday, May 21, 2018

Dear Clients and Colleagues: No doubt you have heard phrases like “blockchain technology,” “digital currency,” and “Bitcoin” with increased frequency since the beginning of the year. You may be...

 

Friday, March 9, 2018

Experienced investors use “lifeboat drill” skills learned from the cruise ship industry. Just like the ship’s passengers and staff, investors have a plan for their trip. Part of the plan is thinking about what could...

 

Friday, February 16, 2018

Find the financial information you need this tax season. Use this handy guide to see the 2018 tax rate schedule, standard deductions and personal exemption, retirement plan contribution limits, social security benefits, and more.

 

Tuesday, February 6, 2018

February 6, 2018 Dear Clients and Colleagues: After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult...

 

Friday, December 29, 2017

Another year, come and gone! No matter how you look at it, 2017 was a memorable year. This week, we’re looking back on the exceptional experiences and accomplishments of some of our staff and advisors over this past year....

 

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Tuesday, November 28, 2017

Presenting the LPL Research Outlook 2018: Return of the Business Cycle, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. “Return of the business cycle”...

 

Monday, October 30, 2017

3 Fun Financial Facts for Halloween It’s the spookiest time of the year, with zombies, ghouls, and ghosts at your door. But the economics of Halloween 2017 don’t have to be scary! Here are a few fun financial facts about...

 

Friday, October 20, 2017

Legacy Wealth Management Welcomes Adela Lopez – Lopez joins the LWM team as Operations Associate – Plantation, FL – October 20, 2017 – Adela Lopez has joined financial planning and investment advisory firm...

 

Thursday, June 1, 2017

FOR IMMEDIATE RELEASE Contact: Natalie Kaminsky (954) 474-7100 natalie.kaminsky@lwmfl.com

 

Friday, March 24, 2017

FOR IMMEDIATE RELEASE Contact: Natalie Kaminsky (954) 474-7100 natalie.kaminsky@lwmfl.com Tony DuBose Attends Top Independent Advisors Summit – Exclusive Conference Featured Opportunities for Advisors to Share Knowledge and...

 

Thursday, March 9, 2017

The Office of Regulations and Interpretations, Employee Benefits Security Administration Attn: Fiduciary Rule Examination Room N-5655 U.S. Department of Labor 200 Constitution Avenue N.W. Washington, DC 20210 March 8, 2017 Dear Mr....

 

Tuesday, December 27, 2016

FOR IMMEDIATE RELEASE Contact: Natalie Kaminsky (954) 474-7100 natalie.kaminsky@lwmfl.com

 

Tuesday, April 26, 2016

We take your personal information seriously! And we know you do, too! Free yourself of all unnecessary paper taking up your precious space during our complimentary Shred-A-Thon! There will be a Uni-Shred truck waiting for you outside...

 

Tuesday, December 1, 2015

A key to success, in life and investing, is juggling the familiarity and wisdom of old routines with the adjustments demanded by an ever-evolving world. As we look forward to 2016, our research team expects a return to routine for some...

 

Friday, August 14, 2015

TONY DUBOSE, SONJA KOPPENWALLNER AND NEELIE SACHAROW ATTEND NATIONAL FINANCIAL CONFERENCE Plantation, FL — August 14, 2015 — Tony DuBose, Sonja Koppenwallner and Neelie Sacharow from Legacy Wealth Management recently...

 

Monday, May 18, 2015

BOSTON, May 18, 2015 — LPL Financial LLC, the nation’s largest independent broker-dealer, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA),...

 

Monday, December 22, 2014

Plantation, FL –December 22, 2014– Tony DuBose from Legacy Wealth Management recently attended the Business Leaders Forum 2014 in Orlando, FL, one of two exclusive invitation-only regional events hosted by LPL Financial,...