College Archives | Legacy Wealth Management

Spring Newsletter 2022

Spring Newsletter 2022

Spring is in the Air! Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In

By Alyssa Adams|2022-03-30T13:20:12-06:00March 22nd, 2022|Categories: Newsletters|Tags: Beneficiary, college, COVID-19, economy, estate planning, inflation, Inheritance, Investor behavior, Stewardship|0 Comments

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

How High for Higher Education?

Deb and I are about to become grandparents for the second time. Being the financial advisor that I am, when we got the happy call from

By Mike Berry|2017-05-03T13:23:54-06:00May 3rd, 2017|Categories: Articles|Tags: college, inflation|0 Comments

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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.