Legacy Wealth Management
Our office remains closed to in-person meetings; however, we are available during normal business hours (8am-5pm).Timely Topics
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Matthew G. Bishop, CFP(R), Sr. Vice President-Investments |
Newsletters
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Market Watch
March 04, 2021 @ 10:51 AM
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Nasdaq Composite ETF | -0.1% | |
| Nasdaq 100 ETF | +0.0% | |
| S&P Mid-Cap 400 ETF | -0.2% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.