Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season’s newsletter, Dan gives an excellent visual aid, a rubber band, to explain the market’s tendency to bounce, Jeff recognizes the changes happening at Legacy Wealth and offers reassurance that our service level will remain strong, and lastly, our founding advisor and friend, Mike Berry, gives one final farewell to clients.
(click image below to read)
