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Jason D. Smith, CFP® is the Chief Investment Officer of Legacy Private Wealth Advisors.  He has over 13 years of experience in the financial industry working in various capacities, including financial planning, investment research & analysis, trading, and portfolio construction and management.  Jason periodically publishes financial market updates and educational pieces for his clients.  We hope you enjoy his writings and encourage you to get in touch if you are interested in our services.  

Thursday, February 5, 2026

As we kick off 2026, financial markets appear positioned for further gains. While volatility should be expected, accelerating economic growth and falling inflation provide for a "goldilocks" environment for financial markets.

Wednesday, August 20, 2025

Hot, humid days during late summer in the Midwest can brew up nasty storms, often unexpectedly. Just the same, late in the market cycle investors should prepare for higher volatility ahead.