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"An investment in knowledge pays the best interest." -Benjamin Franklin

The 2020 Election & Stocks 

With the election just days away, investors are nervous.

But allowing politics to influence investment decisions can be a big mistake.

It’s true that policies matter, but America is still the home of invention.

In the near-term, it’s sales and profits that still drive stocks.

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2020 Election - 10 Truths No Matter Who Wins

With the 2020 election approaching, we thought this article might be of interest to you.

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Client Resource Kit – Markets in Perspective

Client Resource Kit – Markets in Perspective


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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Meet Our Team of Professionals

At Legacy Wealth Partners, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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What's New

<p>The Great Debate Continues: Active vs. Passive</p>

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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<p>Tax Rules When Selling Your Home</p>

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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Step 1

Define your goals. We’ll ask a lot of questions and do even more listening to fully understand your needs and life goals.

Step 2

Identify and provide the appropriate strategies and tools to help you work towards your goals.

Step 3

Once goals and resources have been defined and analyzed, you will have a clearer picture as to whether your plan will take you where you want to go.

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