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  • Stock Market Returns and Election Years

Stock Market Returns and Election Years

By Mike Berry|2024-02-06T14:00:11-07:00February 8th, 2024|Categories: Articles|Tags: economy, election, President Biden, President Trump, Stock Market, world events|

I’ve been getting a lot of questions lately about how stocks are going to perform with the presidential election coming up in November. I can

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  • wealth builder
    Christmas Newsletter 2023

Christmas Newsletter 2023

By Jennifer Taylor|2026-02-26T08:33:47-07:00December 18th, 2023|Categories: Newsletters|Tags: 2023, Christmas, Riley, Trivia|

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. However, the Christmas newsletter is a

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  • Why So Negative?

Why So Negative?

By Mike Berry|2023-12-11T14:33:31-07:00December 12th, 2023|Categories: Articles|Tags: 2023, Biden, cost of living, income, inflation, salary|

Wow, why aren’t people celebrating? Why aren’t people popping the champagne corks? 3rd quarter GDP was just revised upward from a very good 4.9% rate

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  • Geopolitical Unrest and Financial Markets

Geopolitical Unrest and Financial Markets

By Mike Berry|2023-10-19T11:31:07-06:00October 17th, 2023|Categories: Articles|Tags: 2023, economy, financial markets, Gaza, geopolitical unrest, global events, Stock Market, war, world events|

The recent invasion of Gaza and Israel by Hamas was certainly horrific. Israel is retaliating with air strikes and missile attacks as well as mounting

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  • wealth builder
    Fall Newsletter 2023

Fall Newsletter 2023

By Jennifer Taylor|2026-04-06T15:00:39-06:00October 12th, 2023|Categories: Newsletters|Tags: 2023, economy, Financial Advice, generational wealth, housing, housing market, Investor behavior, market fluctuations|

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the

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  • desk cubby with news papers
    Safety Now Pays… a Little

Safety Now Pays… a Little

By Mike Berry|2023-09-05T16:02:15-06:00September 6th, 2023|Categories: Articles|Tags: 2023, Interest, investment advice, Savings|

One of the side benefits to all these interest rate increases by the Federal Reserve is that savers are now getting a bit of compensation.

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  • wealth builder
    Summer Newsletter 2023

Summer Newsletter 2023

By Jennifer Taylor|2026-04-06T14:58:54-06:00June 14th, 2023|Categories: Newsletters|Tags: 2023, Artificial Intelligence, Congress, economy, Financial Advice, Government, Insider Trading, Investor behavior, market fluctuations, market volatility, STOCK Act|

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the

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 0
  • Why Keeping a Mortgage to Save Taxes Doesn’t Make Sense

Why Keeping a Mortgage to Save Taxes Doesn’t Make Sense

By Dan Funderburk|2023-07-06T11:34:36-06:00May 24th, 2023|Categories: Articles|Tags: interest rates, investment advice, mortgage, tax advice, Taxes|

Common logic in this country goes something like this: “Since I’m able to deduct my mortgage, I should keep it as long as possible, so

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  • UNaffordable Housing

UNaffordable Housing

By Mike Berry|2023-05-18T10:07:08-06:00May 10th, 2023|Categories: Articles|Tags: housing market, inflation, interest rate, mortgage, real estate, saving|

“Owning a home is a keystone of wealth - both financial affluence and emotional security.” -Suze Orman Affordable housing has become a buzz phrase all

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  • wealth builder
    Spring Newsletter 2023

Spring Newsletter 2023

By Jennifer Taylor|2026-04-06T14:38:11-06:00April 5th, 2023|Categories: Newsletters|Tags: 2023, economy, Financial Advice, future generations, Gen Z, Government, inflation, Investor behavior, market, market fluctuations, market volatility, Millennials, newsletter|

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the

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 0
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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

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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

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