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Thoughts on the Stock and Bond Markets
March 12, 2013

6 reasons why the stock market rally should continue:

1. Although the Dow is now at an all-time high, on an inflation-adjusted basis it is still below its inflationadjusted
all-time high reached in early 2000. If you went to sleep in October of 2007 and woke up today, you’d

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Luke and Alicia Johnson

On February 16th and 17th, Luke and Alicia Johnson participated in the Couple's Club Championship at DC Ranch CC in Scottsdale, Arizona.  They were leading by 5 shots after round 1 and finished off the event with a 4-stroke victory!  There were 28 couples who participated in the event making for a very competitive field.  After a tough start to their final round, the couple finished strong by parring their final 10 holes in the alternative shot format.  The Johnsons are avid golfers and this is the second event of its kind in which the couple has played, besting their 3rd-place finish in their previous tournament.

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Useful savings plans for the smallest businesses.


Provided by Luke M. Johnson, President Legend Capital Group


Do you own a small business with a few employees? Are you self-employed? In either case, the SEP IRA may be the ideal low-cost, easily administered retirement savings plan for you.

This is a simple pension plan using a traditional IRA. (SEP stands for Simplified Employee Pension.) It lets you put aside money into individual IRAs for you and your employees, with lower administrative fees and less paperwork than other types of retirement plans.1

Tax-deferred compounding of pre-tax dollars. You contribute pre-tax dollars to a SEP IRA, and that has the effect of lowering your tax bill. The money in...

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What will change (and won’t change) as a result of the new legislation.


Presented by: Luke M. Johnson, President Legend Capital Group


Several tax hikes, some tax breaks. Now that the fiscal cliff deal assembled in Congress is becoming law, it is time to look at some of the tax law changes that will result. Here are the major details in the bill, which will bring significant tax hikes to some households in an effort to increase federal revenues by $600 billion over the next ten years.1


The Bush-era tax cuts will be preserved for at least 98% of taxpayers. Individuals with incomes of $400,000 or less and households with incomes of...

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You can own real estate without having to be a landlord.


Provided by:  Luke M. Johnson, President Legend Capital Group


What is a REIT? A real estate investment trust (REIT) is a real estate investment company that manages a portfolio of income properties, distributing the lion’s share of its profits as dividends. By getting into a REIT, you can gain an ownership interest in prime commercial real estate … without the headaches of commercial real estate management.


How do REITs work? On one level, a REIT is an agreement with the IRS. In choosing a REIT structure, a real estate investment company agrees to pay out 90% or more of its taxable profits in dividends in exchange for avoiding corporate income tax.1

In the typical public REIT, investors buy shares in the trust. (You may have heard the term “real estate...

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