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Summer Newsletter 2022

Take a Deep Breath

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season’s newsletter, read the advisor’s takes on long term care, market decline and overall market fluctuation. If as you are reading these articles, you have any thoughts, feelings or concerns, please know you can reach out to our office and speak to your advisor or another team member. (970)241-5143

(click image below to open the spring newsletter)

By Alyssa Adams|2023-07-06T13:05:53-06:00June 22nd, 2022|Categories: Newsletters|Tags: Bear market, inflation, long term care|0 Comments

About the Author: Alyssa Adams

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, 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.

Cambridge’s Form CRS (Customer Relationship Summary).

Summer Newsletter 2022

Take a Deep Breath

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About the Author: Alyssa Adams