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  • The Fed’s Balancing Act

The Fed’s Balancing Act

Being the Federal Reserve chair has to feel a little like walking a tightrope while juggling chainsaws. Too far one way, and the economy slips

By Dan Funderburk|2025-10-02T11:42:47-06:00October 2nd, 2025|Categories: Articles|Tags: Fed rate, Financial Advice, financial advisor, financial planning, Government, Investor behavior|0 Comments
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  • Lessons from the Links

Lessons from the Links

One of the guys I regularly play golf with offered up some words of advice on the course the other day. I was faced with

By Mike Berry|2024-08-26T09:59:24-06:00August 26th, 2024|Categories: Articles|Tags: Financial Advice, financial advisor, financial planning, golf, Investor behavior, Mike|0 Comments
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  • Rough Roads Ahead

Rough Roads Ahead

For the first half of 2024, financial markets have been relatively calm and moving up. Interest rates were stable and inflation seemed to be getting

By Mike Berry|2024-08-13T08:59:48-06:00August 13th, 2024|Categories: Articles|Tags: 2024, economy, interest rates, investment strategy, market fluctuations, market volatility|0 Comments
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  • The Importance of a Team

The Importance of a Team

“Great things in business are never done by one person. They’re done by a team of people.” -Steve Jobs I’ve always loved being part of

By Mike Berry|2024-08-07T14:59:31-06:00August 7th, 2024|Categories: Articles|Tags: 2024, LWM Team|0 Comments
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  • Stock Market Returns and Election Years

Stock Market Returns and Election Years

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

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|0 Comments
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  • Why So Negative?

Why So Negative?

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

By Mike Berry|2023-12-11T14:33:31-07:00December 12th, 2023|Categories: Articles|Tags: 2023, Biden, cost of living, income, inflation, salary|0 Comments
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  • Geopolitical Unrest and Financial Markets

Geopolitical Unrest and Financial Markets

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

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|0 Comments
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  • desk cubby with news papers
    Safety Now Pays… a Little

Safety Now Pays… a Little

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.

By Mike Berry|2023-09-05T16:02:15-06:00September 6th, 2023|Categories: Articles|Tags: 2023, Interest, investment advice, Savings|0 Comments
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  • Why Keeping a Mortgage to Save Taxes Doesn’t Make Sense

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

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

By Dan Funderburk|2023-07-06T11:34:36-06:00May 24th, 2023|Categories: Articles|Tags: interest rates, investment advice, mortgage, tax advice, Taxes|0 Comments
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  • UNaffordable Housing

UNaffordable Housing

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

By Mike Berry|2023-05-18T10:07:08-06:00May 10th, 2023|Categories: Articles|Tags: housing market, inflation, interest rate, mortgage, real estate, saving|0 Comments
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  • The Fed’s Balancing Act October 2, 2025
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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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