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    Goodbye, Farewell, Amen. Part II

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

By Mike Berry|2020-04-01T09:53:09-06:00April 1st, 2020|Categories: Articles|Tags: Linda, retirement|0 Comments
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  • Legacy Wealth Management team
    Bottom’s Up?

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

By Mike Berry|2022-06-03T14:08:07-06:00March 26th, 2020|Categories: Articles|Tags: Coronavirus, COVID-19, economy, recession, Stock Market|0 Comments
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  • Legacy Wealth Management team
    Reflections on Past Bear Markets

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

By Mike Berry|2022-01-06T10:49:08-07:00March 19th, 2020|Categories: Articles|Tags: Bear market, Stock Market|0 Comments
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  • Legacy Wealth Management team
    When Fear Replaces Common Sense

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

By Mike Berry|2022-12-07T09:26:39-07:00March 13th, 2020|Categories: Articles|Tags: Coronavirus, market volatility, Stock Market|0 Comments
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  • two red chairs overlooking water- required minimum distribution article
    Eliminate the Required Minimum Distribution (RMD)

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

By Mike Berry|2022-11-08T09:33:11-07:00March 4th, 2020|Categories: Articles|Tags: Beneficiary, required minimum distribution, retirement, RMD|0 Comments
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  • old radio
    Head Scratching Stuff

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.

By Mike Berry|2020-03-02T10:06:13-07:00January 14th, 2020|Categories: Articles|0 Comments
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  • purple crystal ball
    The Devil Made Me Do It

The Devil Made Me Do It

Dare I go out on a limb? Dare I dust off the crystal ball for yet another try at foreseeing the future? Dare I open

By Mike Berry|2022-06-27T15:38:09-06:00December 30th, 2019|Categories: Articles|0 Comments
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  • person walking dog on dirt road
    It Was Monday

It Was Monday

We have a five-year-old border collie named Riley. He’s a smart dog and very active. So, my part in providing some activity for him is

By Mike Berry|2021-02-04T09:09:59-07:00November 21st, 2019|Categories: Articles|0 Comments
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  • mind tree
    Put Your Money Where Your Mouth Is

Put Your Money Where Your Mouth Is

Gosh, I hate to turn on the news anymore. It seems like everyone is mad about something. Climate change, equal pay for equal work, discrimination

By Mike Berry|2022-07-06T16:13:33-06:00November 4th, 2019|Categories: Articles|0 Comments
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  • robot
    Algorithms

Algorithms

There has been a bit of talk lately about all the algorithmic trading that goes on in the stock markets. The latest statistic I saw

By Mike Berry|2020-11-12T11:43:33-07:00October 22nd, 2019|Categories: Articles|Tags: algo-trading, algorithm, algorithmic trading, trading technology|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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