Resources
Everything in one place — market commentary, key firm disclosures, and helpful guides. Download or review whenever you need.
2026 LPL Mid-Year Outlook
Independent research from LPL Financial on the economy and markets for the second half of 2026 — available as a full report or a quick executive summary.
Executive Summary
A snapshot view of LPL's overall mid-year outlook — the key takeaways from the full report condensed into a few pages. Start here for the big picture at a glance.
Complete Mid-Year Outlook
LPL Research's full mid-year report — an in-depth review of the economy, equities, and fixed income, and the themes expected to shape the remainder of 2026.
Quarterly Commentary
Written and researched in-house by the Legacy Wealth Partners team — our own perspective on the markets and economy, prepared for you each quarter.
Q2 2026 Economic & Market Commentary
Authored by our team at Legacy Wealth Partners — a look at global and U.S. economic factors, market performance year to date, and the themes shaping the quarter ahead.
Download CommentaryPlanning Guides & Documents
Household Financial Snapshot
A concise overview form to capture your household's assets, income, and financial picture in one place.
Download PDFInvestor Profile Questionnaire
Helps us understand your goals, time horizon, and comfort with risk so we can tailor your portfolio.
Download PDFNew Client Information Needed
A checklist of the details and documents we'll need to get your accounts set up and onboarded smoothly.
Download PDFUniversity Retirement Guide
Insights
Educational articles and guides from our team on retirement, investing, and financial planning.
Firm Disclosures
Important regulatory documents describing our services, relationships, and obligations to you.
Form CRS
Our Client Relationship Summary — a plain-language overview of the services we provide, our fees, conflicts of interest, and standard of conduct.
View Form CRSAdvisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
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