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.

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...