Skip to content
CONTACT US | 970-241-5143
Legacy Wealth Management Logo
  • HOME
  • SERVICES
  • ABOUT US
    • FINANCIAL PLANNERS
    • SUPPORT STAFF
  • FREQUENTLY ASKED QUESTIONS
  • CLIENT LOGIN
  • BLOG
  • CONTACT US
  • purple crystal ball
    The Devil Made Me Do It

The Devil Made Me Do It

By Mike Berry|2022-06-27T15:38:09-06:00December 30th, 2019|Categories: Articles|

Dare I go out on a limb? Dare I dust off the crystal ball for yet another try at foreseeing the future? Dare I open

Read More
 0
  • wealth builder
    Christmas Newsletter 2019

Christmas Newsletter 2019

By Sondra Pace|2021-01-29T12:12:50-07:00December 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
  • person walking dog on dirt road
    It Was Monday

It Was Monday

By Mike Berry|2021-02-04T09:09:59-07:00November 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

Read More
 0
  • mind tree
    Put Your Money Where Your Mouth Is

Put Your Money Where Your Mouth Is

By Mike Berry|2022-07-06T16:13:33-06:00November 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
  • robot
    Algorithms

Algorithms

By Mike Berry|2020-11-12T11:43:33-07:00October 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 statistic I saw

Read More
 0
  • apple in rain
    The October Effect

The October Effect

By Mike Berry|2021-11-30T14:32:43-07:00October 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
  • wealth builder
    Summer Newsletter 2019

Summer Newsletter 2019

By Sondra Pace|2022-01-07T11:11:45-07:00August 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
  • in god we trust coin
    Mom’s Perfume Boxes

Mom’s Perfume Boxes

By Linda Eden-Wallace|2021-11-30T14:04:00-07:00August 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
  • bowling balls at a bowling alley
    Grandma’s Inflation

Grandma’s Inflation

By Mike Berry|2021-02-04T08:57:03-07:00July 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

By Mike Berry|2022-03-09T15:23:56-07:00July 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
Previous91011Next

Recent Posts

  • I Make Good Money… So Why Don’t I Feel Financially Ahead? July 7, 2026
  • Summer Newsletter 2026 July 2, 2026
  • Can I Actually Retire, or Am I Just Hoping I Can? June 30, 2026

Categories

  • Articles
    • Series
  • News and Announcements
  • Newsletters
  • Uncategorized
  • Video

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.

Archives

Topic Tags

2022 2023 2024 2025 2026 Bear market Beneficiary Christmas college Coronavirus COVID-19 Diversified Portfolio down market economy estate planning Financial Advice financial advisor financial planning Government inflation interest rates investing investment advice investment strategy Investor behavior IRA LWM Team market fluctuations market performance Market timing market volatility newsletter Portfolio design President Trump recession retirement Roth IRA Stock Market Tariffs Taxes Tax Planning technology Top 10 Financial Mistakes Series trading technology Treasury Bonds

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

Contact Us

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

[email protected]

372 Ridges Boulevard
Grand Junction, CO 81507

Quick Links

  • Who We Are
  • What We Do

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, 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).

This website and its content is © 2025 to Legacy Wealth Management. All Rights Reserved