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Take the Handcuffs Off

I just finished a book called Freedom Forge by Arthur Herman. It is the story of how American business provided victory during WWII. If you

By Mike Berry|2022-06-27T15:35:26-06:00January 24th, 2013|Categories: Articles|0 Comments
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Deal or No Deal

It’s time to play Fiscal Cliff “Deal or No Deal!” The rules of the game show are simple: take a deal early on and guarantee

By Sondra Pace|2021-01-29T12:22:06-07:00January 11th, 2013|Categories: Articles|0 Comments
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The Young and The Optimistic

A couple of weeks ago, I queried a number of 30-somethings that I know to find out how they felt about the economic future, both

By Mike Berry|2022-08-01T15:09:18-06:00January 3rd, 2013|Categories: Articles|0 Comments
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New Year’s Resolutions for Investors

1.) I resolve to turn off the news. Or at least understand that the media creates crisis out of nothing and that as a long

By Mike Berry|2021-11-30T14:30:20-07:00December 27th, 2012|Categories: Articles|0 Comments
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The DOW at a Precarious High…Really!

A few weeks ago we finally decided to take the plunge and go completely paperless! Gone are the days of pulling client files because they’ve

By Linda Eden-Wallace|2022-06-27T15:40:59-06:00December 18th, 2012|Categories: Articles|0 Comments
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Avoiding the Christmas Debt Hangover

I was flipping through TV channels last night and happened to catch a scene from “How the Grinch Stole Christmas” with Jim Carrey. The scene opens

By Sondra Pace|2021-01-18T16:12:08-07:00December 11th, 2012|Categories: Articles|0 Comments
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$#@!*%!!

I’m writing this post mostly as a way to vent. My hope is it will be a helpful word of warning to someone who may

By Linda Eden-Wallace|2020-10-12T11:30:16-06:00December 5th, 2012|Categories: Articles|0 Comments
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Will Taxes Go Up?

With the Bush tax cuts set to expire on December 31, 2012, rising taxes are on a lot of people’s minds. Even businesses are putting

By Linda Eden-Wallace|2022-12-07T10:00:40-07:00November 29th, 2012|Categories: Articles|0 Comments
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So What’s Really Changed?

Nothing. And there lies the problem. Quite frankly, I don’t think it really matters who is in the White House. Democrat or Republican, they still

By Mike Berry|2022-01-07T10:02:32-07:00November 20th, 2012|Categories: Articles|0 Comments
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Vote Early…and Often!

Just kidding about the vote often part. Vote once, but do vote. This is my 9th Presidential election, but I don’t remember one that is

By Mike Berry|2022-08-03T15:40:38-06:00October 30th, 2012|Categories: Articles|0 Comments
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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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372 Ridges Boulevard
Grand Junction, CO 81507

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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.

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