Summer Newsletter 2020
New Tricks, Some Things Don't Change, Values, and A Little Rebalance In this issue we are diverging from our usual content to share with you
The Youth Take Over
If you have been a client of Mike Berry or Linda Eden-Wallace, you've probably seen pictures in their office of a blonde-haired, little girl. Well,
Light at the Tunnel’s End
"... all of us here at Legacy are cautiously optimistic that we are through the worst of this dark tunnel, both pandemic wise and economic
Goodbye, Farewell, Amen. Part II
So, the news is out now that Linda, my partner for the past 26 years, is retiring at the end of 2020. The financial planning
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
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
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
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
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
Head Scratching Stuff
This month, those born in 1940 will begin turning 80 years of age. A lifetime. More than a lifetime for many born in that year.