Blog
Jason D. Smith, CFP® is the Chief Investment Officer of Legacy Private Wealth Advisors. He has 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.
Market Update - August 2026
Originally published for clients on August 24th, 2026: Climbing the Wall of Worry An old Wall Street saying holds that markets “climb a wall of worry” — asset prices grind higher even as investors brace for trouble ahead. It tends to...
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The Ides of March
Originally published for clients on April 2nd, 2026 In Roman history, the Ides of March refers to a series of religious observances and festivals that took place each spring in the Roman Empire. In modern times, the Ides is known as...
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Outlook for 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.
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