Legacy Planning Group

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.

🥧 It’s Pie Day! 🥧
One of our favorite days of the year — the day we get to hand out pies to all of our local McKinney clients as a small token of our gratitude. We’re so thankful for each of you!

These pies are delicious and come from our friends at Hugs Café, who do incredible work in our community. The chocolate bourbon pecan and apple pie with crumble top may just be our favorites… but honestly, you can’t go wrong with any of them. 😋

Happy Pie Day, McKinney! And Happy Thanksgiving!

🧡 Legacy Planning Group

News that a Chinese artificial intelligence (AI) firm appears to have developed a competitive AI model that performs as well as its Western counterparts at a fraction of the cost put pressure on AI stocks. But is this truly a “black swan” event or just another development in the fast-moving world of AI?

At LPG, Patrick and Madeleine hope this new year brings joy, peace, and happiness to you and all those you love in 2025!

The best day of the year! It’s “Pie Day” at LPG!

Patrick and Madeleine are so thankful for each of our clients who put their trust in us. As a small token of our gratitude, we love gifting them a yummy Hugs Cafe Inc pie for Thanksgiving! 🥧❤️

(PSA - if you haven’t yet, you must try their signature chocolate bourbon pecan pie … it’s incredible!)

With fall upon us and students back in classrooms, it seems like a good time to reflect on the various tests that the U.S. economy and stock market have passed recently. When the economy and markets are tested, the foundation for...

Client Letter | The U.S. Economy and Financial Markets: Passing the Tests | September 4, 2024

Happy Father's Day to all of the amazing dads out there! As financial advisors, we know how important it is to plan for the future and provide for your family. Thank you for all that you do to support and protect your loved ones. Enjoy your special day!

Legacy Planning Group sponsored a table at Love Life Foundation’s Annual Women in Service Luncheon today. It was a day full of inspiration and good friends! We are proud to support such an important cause and loved connecting with other like-minded women who are passionate about empowering other women in our community.

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go...

Navigating May's Stock Market Outlook