March 2020 - Legacy Wealth Management

Bottom’s Up?

Bottom’s Up?

"Our hope is that we see a “V” shaped recovery, where we have a couple of rough quarters of negative economic growth, but then the

By Mike Berry|2022-06-03T14:08:07-06:00March 26th, 2020|Categories: Articles|Tags: Coronavirus, COVID-19, economy, recession, Stock Market|0 Comments

Reflections on Past Bear Markets

Reflections on Past Bear Markets

"We realize that it is not easy to ride through this tempest. We know you want to hear when it will end. Believe me, so

By Mike Berry|2022-01-06T10:49:08-07:00March 19th, 2020|Categories: Articles|Tags: Bear market, Stock Market|0 Comments

Spring Newsletter 2020

Spring Newsletter 2020

Sometimes It's A Wild Ride Hello Everyone! Last week was a bit of a roller coaster wasn't it? We wrote a letter, about the current

By Sondra Pace|2022-01-07T10:31:42-07:00March 17th, 2020|Categories: Newsletters|0 Comments

When Fear Replaces Common Sense

When Fear Replaces Common Sense

Our thoughts regarding the current state of the Stock Market and the effects of the Coronavirus I sit here at my computer somewhat mystified as

By Mike Berry|2022-12-07T09:26:39-07:00March 13th, 2020|Categories: Articles|Tags: Coronavirus, market volatility, Stock Market|0 Comments

Eliminate the Required Minimum Distribution (RMD)

Eliminate the Required Minimum Distribution (RMD)

If you’re over 70 ½, you have been forced to take an annual amount out of your IRA and pay income taxes on it. The

By Mike Berry|2022-11-08T09:33:11-07:00March 4th, 2020|Categories: Articles|Tags: Beneficiary, required minimum distribution, retirement, RMD|0 Comments

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This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice. Fixed insurance offered through Legacy Wealth Management, LLC.

Cambridge’s Form CRS (Customer Relationship Summary).