Legacy Financial Independent Advisors
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    • Home
    • TEAM
      • About Legacy Financial
      • Legacy Financial Team
      • Chris McCrea, CFP®
      • Bryan McCrea
      • TC Falkner, CFP®
      • Bruce McCrea
      • Sheree Bollinger
      • Why Work with a CFP?
    • FINANCIAL PLANNING
      • Our Planning Process
      • Retirement Planning
      • Education Planning
      • Tax Planning
      • Insurance & Protection
      • Estate Planning
    • WEALTH MANAGEMENT
      • Investment Process
      • Investment Tax Strategies
      • Income Generation
    • INSIGHTS
      • Newsletter
      • Article Directory
      • Worthwhile Magazine
      • TC's Blog
    • Events
    • Client Access
      • Client Login
      • Client Vault
      • Cybersecurity
Legacy Financial Independent Advisors
  • Home
  • TEAM
    • About Legacy Financial
    • Legacy Financial Team
    • Chris McCrea, CFP®
    • Bryan McCrea
    • TC Falkner, CFP®
    • Bruce McCrea
    • Sheree Bollinger
    • Why Work with a CFP?
  • FINANCIAL PLANNING
    • Our Planning Process
    • Retirement Planning
    • Education Planning
    • Tax Planning
    • Insurance & Protection
    • Estate Planning
  • WEALTH MANAGEMENT
    • Investment Process
    • Investment Tax Strategies
    • Income Generation
  • INSIGHTS
    • Newsletter
    • Article Directory
    • Worthwhile Magazine
    • TC's Blog
  • Events
  • Client Access
    • Client Login
    • Client Vault
    • Cybersecurity

NEWSLETTER ARCHIVE

Our newsletters are a mix of market commentary plus useful information and tools for smart financial decisions. If you would like more information on a specific topic and how it relates to your financial plan or investment portfolio, please contact us.

2025 NewsletteRS

2025 Q2 Newsletter - Market Volatility in Perspective (pdf)Download
2025 Q1 Newsletter - Econ 101: Tariffs 2.0 (pdf)Download

2024 NewsletteRS

2024 Q4 Newsletter - What Could Go Wrong (pdf)Download
2024 Q3 Newsletter - "What about the election?" (Ver 2.0) (pdf)Download
2024 Q2 Newsletter - The Crowding-out Effect of Rising Government Debt (pdf)Download
2024 Q1 Newsletter - Why We Remain Cautious (pdf)Download

2023 NewsletteRS

2023 Q4 Newsletter - Why We are Buying Bonds Now (pdf)Download
2023 Q3 Newsletter - End of a Bear Market Rally (pdf)Download
2023 Q2 Newsletter - From Stagflation to Stagnation (pdf)Download
2023 Q1 Newsletter - Get Ready for the Boring '20s (pdf)Download

2022 NewsletterS

2022 Q4 Newsletter - Long-term perspective in a short-term world (pdf)Download
2022 Q3 Newsletter - It's not as bad as you think (pdf)Download
2022 Q2 Newsletter - Inflation- Part 2 (Double whammy) (pdf)Download
2022 Q1 Newsletter - The Coming Stagflation (pdf)Download

2021 NewsletterS

2021- Q4 Newsletter - A crack in the China bull (pdf)Download
2021- Q3 Newsletter - Party like it's the 1990s (pdf)Download
2021 - Q2 Newsletter - Inflation, How interest rates affect the stock market (pdf)Download
2021 - Q1 Newsletter - Can it all go right? (pdf)Download

 Advisory services are offered through Legacy Financial Independent Advisors, LLC ("Legacy") an SEC registered investment adviser. This is not an offer, solicitation of an offer, or advice to buy or sell securities in any jurisdiction where Legacy is not registered. Any projections or forecasts are hypothetical in nature and may not reflect actual future performance. By using this website, you accept our Terms of Use and Privacy Policy. You should consult with a tax advisor. You acknowledge that you are responsible for your own financial decisions. The content on this website is for informational purposes only and does not constitute a comprehensive description of Legacy's services. Certain investments are not suitable for all investors. Before investing, consider your investment objectives. The rate of return on investments can vary widely over time, especially for long-term investments. Investment losses are possible, including the potential loss of all amounts invested. Factual statements provided through Legacy's products or services, are made as of the date stated and are subject to change without notice. It should not be assumed that the methods, techniques, or indicators presented in these products or services will be profitable, or that they will not result in losses. Past performance is not indicative of future results. Reference to registration with the Securities & Exchange Commission (“SEC”) does not imply that the SEC has endorsed or approved the qualifications of the firm or its respective representatives to provide any advisory services herein or that the Firm has attained a level of skill or training. 


Compliance disclosures     Copyright © 2024 Legacy Financial Independent Advisors - All Rights Reserved.


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