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When is Stimulus Not Stimulus?

I’m wondering if the “stimulus” packages that have been passed are actually stimulating the economy? Particularly the stimulus checks received by millions of Americans. The

By Mike Berry|2022-12-07T09:39:56-07:00May 13th, 2021|Categories: Articles|Tags: COVID-19, shopping, stimulus|0 Comments
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  • store with music instruments
    What We Risk Losing

What We Risk Losing

In the interest of transparency, I often shop online, but I also prefer to shop from local merchants whenever I can and am willing to

By Mike Berry|2022-12-07T09:10:11-07:00February 11th, 2021|Categories: Articles|Tags: brick-and-mortar, online shopping, shopping|0 Comments
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  • Mike Berry headshot
    Let Me Be Perfectly Clear…

Let Me Be Perfectly Clear…

It seems that ever since Linda announced that she is retiring at the end of this year, I’ve been getting a lot of the “When

By Mike Berry|2022-03-30T14:04:59-06:00December 10th, 2020|Categories: Articles|Tags: Legacy Wealth Management, LWM Team, Mike, retirement|0 Comments
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A Penny Saved

For as long as I can remember, we Americans have been poor savers. “Consume, consume, consume” has been our motto. Gone are the days

By Mike Berry|2022-03-09T16:07:41-07:00November 19th, 2020|Categories: Articles|Tags: Coronavirus, COVID-19, emergency savings, Financial Advice, saving|0 Comments
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  • Person overlooking foggy path
    Uncertainty – The Market Hates It

Uncertainty – The Market Hates It

The title of this blog could certainly be the catchphrase of this year 2020. For certain, there has been an awful lot of uncertainty. I’m

By Mike Berry|2022-08-01T15:28:02-06:00October 22nd, 2020|Categories: Articles|Tags: COVID-19, economy, Investor behavior, market performance, Politics, Stock Market, Uncertainty|0 Comments
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  • middle of the road
    Of Masks and Markets

Of Masks and Markets

It seems like almost every issue in our country right now is extremely polarizing. There are people who are really for it and others who

By Mike Berry|2021-08-23T10:30:04-06:00August 18th, 2020|Categories: Articles|Tags: COVID-19, economy, Stock Market|0 Comments
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  • sailboat sailing at sunset- financial headwinds
    Headwinds

Headwinds

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.” – William Arthur Ward This has been one

By Mike Berry|2022-06-03T14:02:04-06:00July 21st, 2020|Categories: Articles|0 Comments
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  • handshake
    The Old Normal

The Old Normal

On Monday, June 1st, I went home after work, sat in my chair, and just smiled. A one ear to the other ear kind of

By Mike Berry|2022-06-27T15:43:46-06:00June 23rd, 2020|Categories: Articles|Tags: Coronavirus, COVID-19, economy|0 Comments
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  • team discussing a project
    The Youth Take Over

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,

By Mike Berry|2022-08-01T15:13:31-06:00May 13th, 2020|Categories: Articles|Tags: Coronavirus, COVID-19, youth|0 Comments
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  • Legacy Wealth Management team
    Light at the Tunnel’s End

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

By Mike Berry|2021-05-06T09:55:39-06:00May 4th, 2020|Categories: Articles|Tags: Coronavirus, COVID-19, market performance, Stock Market|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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Phone: (970) 241-5143
Toll Free: (800) 241-5143

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372 Ridges Boulevard
Grand Junction, CO 81507

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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.

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