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    The October Effect

The October Effect

The “October Effect” is a perceived market anomaly that stocks tend to decline during the month of October. It is mainly a psychological expectation rather

By Mike Berry|2021-11-30T14:32:43-07:00October 10th, 2019|Categories: Articles|0 Comments
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    Mom’s Perfume Boxes

Mom’s Perfume Boxes

Mike’s blog about his Grandma’s bowling money jar brought back a memory I have of my Mom. His Grandma lived through the Great Depression and

By Linda Eden-Wallace|2021-11-30T14:04:00-07:00August 8th, 2019|Categories: Articles|Tags: Dust Bowl, Great Depression, saving, WWII|0 Comments
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    Grandma’s Inflation

Grandma’s Inflation

My maternal grandmother was a quiet, unassuming, angel of a person who had a wonderful lap to curl up on and listen to her read

By Mike Berry|2021-02-04T08:57:03-07:00July 30th, 2019|Categories: Articles|Tags: common sense, Dust Bowl, Great Depression, inflation|0 Comments
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Avocados and Trade Wars

My wife, Debbie, and I are big fans of avocados. We love them in guacamole, salads, on sandwiches. You name it, we can probably put

By Mike Berry|2022-03-09T15:23:56-07:00July 11th, 2019|Categories: Articles|Tags: inflation, Tariffs, Trade Wars|0 Comments
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    Adding On

Adding On

Debbie and I are in the middle of a big addition to our house. Yeah, I know what you’re thinking. People our age are generally

By Mike Berry|2020-10-09T13:10:51-06:00June 27th, 2019|Categories: Articles|Tags: succession planning|0 Comments
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    Things I Can Do

Things I Can Do

Having two partners, as well as an office manager, who are in their 30’s, I find myself being the target of a lot of slings

By Mike Berry|2022-08-01T15:17:56-06:00June 11th, 2019|Categories: Articles|0 Comments
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Invest In Others

I’m glad image isn’t everything because the image of financial advisors in the minds of the public isn’t that great. What does the name Bernie

By Mike Berry|2022-03-09T15:50:51-07:00May 28th, 2019|Categories: Articles|0 Comments
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    Still Working After All These Years

Still Working After All These Years

According to a recent report from money manager United Income, for the first time in 57 years the participation rate in the labor force of

By Mike Berry|2022-04-18T16:17:14-06:00May 16th, 2019|Categories: Articles|0 Comments
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The Best Investment

I have been asked a lot of times over my career what the best investment is. Without hesitation, I have to say that the best

By Mike Berry|2022-03-09T15:59:54-07:00April 25th, 2019|Categories: Articles|Tags: college, education, higher education|0 Comments
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    Concerned About the Economy? Do This.

Concerned About the Economy? Do This.

The stock market has been a little crazy lately (I know – shocker, right?). When we see headlines about market declines or look at a

By Dan Funderburk|2021-01-29T12:16:22-07:00March 21st, 2019|Categories: Articles|Tags: Bear market, Diversified Portfolio, economy, Financial Advice, Investor behavior, market volatility, Portfolio design, recession, 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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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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