Legacy Insights — March 2026
The Market Lens
As we move through the first quarter of 2026, markets continue to demonstrate resilience despite ongoing headlines surrounding inflation, interest rates, and global politics. While volatility has picked up at times, corporate earnings remain constructive and economic growth continues at a moderate pace.
Inflation has cooled meaningfully from its peak, and while the Federal Reserve remains data-dependent, the conversation has shifted toward eventual rate normalization. Lower rates later this year could provide a supportive backdrop for equities and fixed income alike.
As always, our focus remains long-term positioning, [NC1] not short-term noise. Periodic pullbacks are normal and healthy within a growing market cycle. We continue to monitor portfolios closely and make adjustments where necessary.
Beyond the Balance Sheet
⏳ IRA & Roth IRA Contributions — There’s Still Time! You can still make 2025 IRA or Roth IRA contributions up until: 👉 April 15, 2026 (or your tax filing date; whichever comes first).[NC2]
If you are considering a contribution — or would like to evaluate whether a Roth contribution or conversion makes sense this year — please reach out soon so we can coordinate before the deadline.
Additionally, 1099s are still being finalized and mailed. If you are waiting for tax documents, please let us know so we can help you track what is still outstanding.
This is a great time to: Confirm retirement contributions/Review tax planning opportunities/Evaluate Roth conversion strategies and make sure beneficiary designations are up to date. Let us know how we can help.
Inside Legacy
March marks 20 years of Legacy Wealth Planning!
Twenty years of serving families. Twenty years of planning through market cycles.
Twenty years of building relationships that matter.
We are deeply grateful for your confidence and the opportunity to walk alongside you through life’s milestones — retirement transitions, business exits, college planning, estate updates, and everything in between. Thank you for being part of our Legacy family.
February held a lot of activities as always for the team. Nick took his family have been taking advantage of winter on the slopes. Wendy enjoyed the snow with the kids and Phil has been busy recuperating from knee surgery.
Phil, Nick, and Wendy | Legacy Wealth Planning | 775-850-2500 | www.lwpreno.com
These views are those of the author, not of the broker-dealer or its affiliates. This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied.