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  • Concerned About the Economy? Do This. (redux)

Concerned About the Economy? Do This. (redux)

On the date of this writing, September 21, 2022, the Federal Reserve increased the Fed Funds rate another 0.75%. This is the third time they

By Dan Funderburk|2022-11-08T09:49:28-07:00September 22nd, 2022|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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  • How to Handle a Down Market in Retirement

How to Handle a Down Market in Retirement

“What happens when I retire, and the market dives like it’s doing now?” I’ve received this question a bunch this year, and rightfully so. Any

By Dan Funderburk|2022-08-26T10:40:28-06:00August 16th, 2022|Categories: Articles|Tags: Bear market, Diversified Portfolio, down market, interest rates, long-term, retirement, short-term, withdrawal rate|0 Comments
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  • Harvesting Losses for Tax Purposes

Harvesting Losses for Tax Purposes

“But Mike, you’ve told me for years not to sell when the market is down.” And I still stand by that. However, there are times

By Mike Berry|2022-08-01T14:41:49-06:00August 1st, 2022|Categories: Articles|Tags: 2022, Bear market, Diversified Portfolio, economy, inflation, investing, market performance, Market timing, recession, Taxes|0 Comments
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  • wealth builder
    Summer Newsletter 2022

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

By Alyssa Adams|2023-07-06T13:05:53-06:00June 22nd, 2022|Categories: Newsletters|Tags: Bear market, inflation, long term care|0 Comments
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  • photo of a bear- wrestling with the bear market- round 2
    Wrestling With the Bear – Round 2

Wrestling With the Bear – Round 2

The wrestling match with the bear market is entering round 2. Round 1 was exhausting. The bear used all kinds of holds and moves in

By Mike Berry|2022-06-27T15:16:11-06:00June 14th, 2022|Categories: Articles|Tags: 2022, 401(k), Bear market, China, COVID, COVID-19, demand, economy, gasoline, interest rates, retirement, supply and demand, Treasury Bonds|0 Comments
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  • bear market
    Wrestling with the Bear

Wrestling with the Bear

There are only a few good things about getting older and one of them is learning from the past and being able to recognize things.

By Mike Berry|2022-05-26T11:26:53-06:00May 18th, 2022|Categories: Articles|Tags: Bear market, market drop, Treasury Bonds|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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  • grass in a field
    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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  • bear and bull
    The Next Bear Market

The Next Bear Market

Ha! I caught you. I know why you are looking at this blog. You think I’m going to tell you when the next Bear market

By Mike Berry|2018-11-08T13:47:15-07:00November 1st, 2018|Categories: Articles|Tags: Bear market, Market timing, 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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