https://www.youtube.com/watch?v=uFcJjmh_QRc
YOUTUBE.COM
Stocks and the Election Don’t Mix
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
LEGACYONELIFE.COM
Jane Bond: Infiltrating the Market
https://www.lpl.com/news-media/research-insights/weekly-market-commentary/what-technologys-correction-means.html
LPL.COM
What Technology’s Correction Means
Your #insurance needs don’t stay the same when the nest empties, but what changes?
LEGACYONELIFE.COM
Insurance Needs Assessment: For Empty Nesters and Retirees
Is there a role for both active and passive investments in your portfolio?
LEGACYONELIFE.COM
The Great Debate Continues: Active vs. Passive
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
LEGACYONELIFE.COM
Types of Stock Market Analysis
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
LEGACYONELIFE.COM
How to Retire Early
My Podcast episode is live! Check it out and share with your friends. The Money, Career & Motherhood Podcast!
https://podcasts.apple.com/us/podcast/money-career-motherhood-podcast/id1516682511?i=1000493766796
PODCASTS.APPLE.COM
Money Career & Motherhood Podcast: Getting involved with your family’s financial planning with Gaea Verneris on Apple Podcasts
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
LEGACYONELIFE.COM
Monthly Market Insights | October 2020
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
LEGACYONELIFE.COM
Value vs. Growth Investing
It’s possible to avoid these classic #retirement traps, with a little preparation.
LEGACYONELIFE.COM
Retirement Traps to Avoid
Have you done your DNA Test lately? Do you have enough Life Insurance to take care of your family if something happened to you? If not, I can help!!
LEGACYONELIFE.COM
Your DNA Test
Market Signals for the upcoming election!
LPL.COM
Market Signals for the Election
Take an inside look into Simplified Employee Pension plans.
LEGACYONELIFE.COM
Is a SEP-IRA Right for Your Business?
Do you need umbrella insurance? Find out more. #LiabilityInsurance
LEGACYONELIFE.COM
Keep Your Umbrella Handy
Equity returns have been strongest under a split Congress. What we can expect under a Joe Biden administration. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_110920.pdf
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
LEGACYONELIFE.COM
Monthly Market Insights | November 2020
Join me at my virtual Ribbon Cutting for my new Downtown Ventura Office Location! 10:00 am on 12/3.
THU, DEC 3 AT 10:00 AM PST
Virtual Ribbon Cutting: Legacy One Financial
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
LEGACYONELIFE.COM
Tax Rules When Selling Your Home
GDP grew 33.1% annualized in the third quarter, the sharpest rebound in GDP since WWII. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_110220.pdf
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
LEGACYONELIFE.COM
What Do Your Taxes Pay For?
Corporate earnings are beating expectations and stocks may be in a new bull market. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_111620.pdf
https://www.legacyonelife.com/campaigns/holiday
LEGACYONELIFE.COM
Thanksgiving Connections
The S&P 500 is up, and small caps have soared. Sentiment could be getting a little frothy as well, which may increase the odds of a pullback. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_112320.pdf
Thank you Ventura Chamber of Commerce for my Member Spotlight!!! Looking forward to my ribbon cutting on Dec 3rd 10 am!
Increased COVID-19 cases do not appear to affect the stock market, but new restrictions may be impacting economic data. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_113020.pdf
Reminder....this Thursday! Join us virtually ✂️
THU, DEC 3 AT 10:00 AM PST
Virtual Ribbon Cutting: Legacy One Financial
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
LEGACYONELIFE.COM
The Value of Insuring Against Life’s Risks
This could be good for us central coasters! Thinking about all my friends who own or work for small businesses and restaurants!
VCNEWSCHANNEL.COM
Counties of Ventura, Santa Barbara and San Luis Obispo Seek to Exit State’s Large Southern California Region Under the Stay Home Order to Create Smaller Central Coast Region
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
LEGACYONELIFE.COM
Monthly Market Insights | December 2020
If you missed it...feel free to check out my office tour and virtual ribbon cutting this morning with the Ventura Chamber of Commerce. Thanks to all of my friends, family and community members who joined us live!
Ventura Chamber of Commerce was live.
December 3 at 9:52 AM ·
Join us for a virtual ribbon cutting for Legacy One Financial! Congratulations Gaea!
If you missed it...feel free to check out my office tour and virtual ribbon cutting this morning with the Ventura Chamber of Commerce. Thanks to all of my friends, family and community members who joined us live!
https://fb.watch/28XAF4mhg2/
Ventura Chamber of Commerce was live.
December 3 at 9:52 AM ·
Join us for a virtual ribbon cutting for Legacy One Financial! Congratulations Gaea!
Nobel-prize-winning investment research.
LEGACYONELIFE.COM
The Ivory Tower Changes Wall Street
YOUTUBE.COM
LPL Research’s Outlook 2021
Tax time can be a good time to give your household budget a checkup.
LEGACYONELIFE.COM
Budget Check Up: Tax Time Is the Right Time
Take a look at what we can expect in the stock and bond markets, the economy, and a new post-election policy environment in 2021. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_120720.pdf
Have a strategy for discussing healthcare with your parents. #AgingParents
LEGACYONELIFE.COM
Caring for Aging Parents
LPL Research's insights and guidance on investing in stocks and bonds in 2021. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_121420.pdf
Just entering retirement? Here's what you need to know.
LEGACYONELIFE.COM
9 Facts About Retirement
LPL Research looks at what’s in store for the economy, global GDP, and small businesses in 2021. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_122120.pdf
The tax rules that govern donating art are complex and confusing. #taxes #art
LEGACYONELIFE.COM
Donating Art: Taxation Abstraction
LPL Research reviews 2020, the longest economic expansion and shortest recession on record, massive stimulus, low Treasury yields, and elections. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_010421.pdf
https://www.lpl.com/news-media/research-insights/10-lessons-lpl-research-learned-in-2020-podcast.html
LPL.COM
The 10 Lessons LPL Research Learned in 2020
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
LEGACYONELIFE.COM
Monthly Market Insights | January 2021
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
LEGACYONELIFE.COM
What If You Get Audited?
Take the time to think about these three things when shopping for your next vehicle.
LEGACYONELIFE.COM
Consider These 3 Things Before Driving Off the Lot
LPL Research explores policy changes affecting the stock markets in 2021, including taxes, regulation, and stimulus prospects. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_011121.pdf
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
LEGACYONELIFE.COM
Red Flags for Tax Auditors
Q4 2020 earnings season may be the last in this earnings recession, and earnings may start to grow in 2021. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/WMC/Weekly_Market_Commentary_011921.pdf
My second interview on the Money, Career & Motherhood podcast went live today! This second chat discusses further how women can get involved with their family’s financial planning! It’s such an important topic and on this episode we talk about it in a way that’s approachable to all women, even if they aren’t involved in their family’s finances today. Here is a social, audiogram, and link to the episode in Apple Podcasts, if you want to listen! Thank you Janice Pica-Scholl
https://podcasts.apple.com/us/podcast/money-career-motherhood-podcast/id1516682511
PODCASTS.APPLE.COM
Money Career & Motherhood Podcast on Apple Podcasts
https://www.youtube.com/watch?v=GzHnkef2tjk
YOUTUBE.COM
Why Sustainable Investing is Sustainable | LPL Market Signals
https://www.youtube.com/watch?v=GzHnkef2tjk
YOUTUBE.COM
Why Sustainable Investing is Sustainable | LPL Market Signals
https://www.youtube.com/watch?v=NhaCxKnQWuU
YOUTUBE.COM
Why Higher Rates Aren’t Bad For Stocks | LPL Market Signals
Legacy One Financial updated their info in the about section.
https://www.youtube.com/watch?v=GzHnkef2tjk
YOUTUBE.COM
Why Sustainable Investing is Sustainable | LPL Market Signals
https://www.youtube.com/watch?v=NhaCxKnQWuU
YOUTUBE.COM
Why Higher Rates Aren’t Bad For Stocks | LPL Market Signals
https://www.youtube.com/watch?v=GzHnkef2tjk
YOUTUBE.COM
Why Sustainable Investing is Sustainable | LPL Market Signals
https://www.youtube.com/watch?v=NhaCxKnQWuU
YOUTUBE.COM
Why Higher Rates Aren’t Bad For Stocks | LPL Market Signals
https://www.youtube.com/watch?v=GzHnkef2tjk
YOUTUBE.COM
Why Sustainable Investing is Sustainable | LPL Market Signals
