Skip to content
CONTACT US | 970-241-5143
Facebook
Legacy Wealth Management Logo

SCHEDULE A MEETING

  • HOME
  • SERVICES
  • ABOUT US
    • FINANCIAL PLANNERS
    • SUPPORT STAFF
    • FAQ
  • WHAT TO EXPECT
    • YOUR JOURNEY
    • THE PROCESS
  • CLIENT ACCESS
  • WEALTH DEFENDER BLOG
  • CONTACT US
  • Christmas Newsletter 2019

Christmas Newsletter 2019

By Sondra Pace|2019-12-11T14:20:41-07:00December 11th, 2019|Categories: Newsletters|

Happy Holidays! As has become our tradition, our December newsletter is more festive and reflective, and focuses more on the Christmas season instead of investing. We

Read More
 0
  • It Was Monday

It Was Monday

By Mike Berry|2019-10-10T11:43:35-07:00November 21st, 2019|Categories: Articles|

We have a five-year-old border collie named Riley. He’s a smart dog and very active. So, my part in providing some activity for him is to

Read More
 0
  • Put Your Money Where Your Mouth Is

Put Your Money Where Your Mouth Is

By Mike Berry|2019-10-10T11:15:52-07:00November 4th, 2019|Categories: Articles|

Gosh, I hate to turn on the news anymore. It seems like everyone is mad about something. Climate change, equal pay for equal work, discrimination

Read More
 0
  • Algorithms

Algorithms

By Mike Berry|2019-10-10T10:51:34-07:00October 22nd, 2019|Categories: Articles|Tags: algo-trading, algorithm, algorithmic trading, trading technology|

There has been a bit of talk lately about all the algorithmic trading that goes on in the stock markets. The latest statistic1 I saw

Read More
 0
  • The October Effect

The October Effect

By Mike Berry|2019-10-10T10:53:40-07:00October 10th, 2019|Categories: Articles|

The “October Effect” is a perceived market anomaly that stocks tend to decline during the month of October. It is mainly a psychological expectation rather

Read More
 0
  • Summer Newsletter 2019

Summer Newsletter 2019

By Sondra Pace|2019-08-20T10:51:27-07:00August 20th, 2019|Categories: Newsletters|

Hello! We hope this message finds you happy, healthy, and staying cool! While some people are mentally transitioning to fall, we can't help but realize

Read More
 0
  • Mom’s Perfume Boxes

Mom’s Perfume Boxes

By Linda Eden-Wallace|2019-08-08T09:35:53-07:00August 8th, 2019|Categories: Articles|Tags: Dust Bowl, Great Depression, saving, WWII|

Mike’s blog about his Grandma’s bowling money jar brought back a memory I have of my Mom. His Grandma lived through the Great Depression and

Read More
 0
  • Grandma’s Inflation

Grandma’s Inflation

By Mike Berry|2019-07-11T16:48:25-07:00July 30th, 2019|Categories: Articles|Tags: common sense, Dust Bowl, Great Depression, inflation|

My maternal grandmother was a quiet, unassuming, angel of a person who had a wonderful lap to curl up on and listen to her read

Read More
 0
  • Avocados and Trade Wars

Avocados and Trade Wars

By Mike Berry|2019-07-11T14:35:19-07:00July 11th, 2019|Categories: Articles|Tags: inflation, Tariffs, Trade Wars|

My wife, Debbie, and I are big fans of avocados. We love them in guacamole, salads, on sandwiches. You name it, we can probably put

Read More
 0
  • Adding On

Adding On

By Mike Berry|2019-06-20T13:55:33-07:00June 27th, 2019|Categories: Articles|Tags: succession planning|

Debbie and I are in the middle of a big addition to our house. Yeah, I know what you’re thinking. People our age are generally in

Read More
 0
12Next

Categories

  • Articles
  • News and Announcements
  • Newsletters
  • Video

Archives

Subscribe via Email

Enter your name & email address to subscribe to this blog and receive notifications of new posts by email.

  • This field is for validation purposes and should be left unchanged.

These are the opinions of Legacy Wealth Management, LLC and not necessarily those of Cambridge Investment Research, Inc.. The views expressed herein are for informational/educational purposes only and should not be construed or acted upon as individualized investment advice.

Tags

algorithm Annuities Bear market Bull Market Business Owners Charitable Giving Christmas college Diversified Portfolio DOL Fiduciary Rule Dust Bowl economy education emotional investing Financial Advice Giving Government Great Depression Health Care inflation Insurance investing Investment Management Investor behavior Investor returns IRA Kids Aid market performance Market timing newsletter Non-Profit personal Politics Portfolio design President Trump QBI Relationship required minimum distribution retirement Roth IRA Stock Market Tariffs Taxes TCJA Volunteering

Legacy Wealth Management

Legacy Wealth Management’s roots go back to 1986 when Mike Berry opened the door to his financial planning practice in Grand Junction, CO

COMPLIMENTARY INTRODUCTORY MEETING

Contact Us

Phone: (970) 241-5143
Toll Free: (800) 241-5143

info@legacywealthgj.com

372 Ridges Boulevard
Grand Junction, CO 81507

Quick Links

  • Who We Are
  • What We Do
  • How We Do It

Check the background of our investment professionals on FINRA’s BrokerCheck here.

This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, North Carolina, North Dakota, Oklahoma, Oregon, Puerto Rico, Tennessee, Texas, Utah, Virginia, Washington, West Virginia 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.

This website and its content is © 2019 to Legacy Wealth Management. All Rights Reserved