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  • The Fed’s Balancing Act

The Fed’s Balancing Act

Being the Federal Reserve chair has to feel a little like walking a tightrope while juggling chainsaws. Too far one way, and the economy slips

By Dan Funderburk|2025-10-02T11:42:47-06:00October 2nd, 2025|Categories: Articles|Tags: Fed rate, Financial Advice, financial advisor, financial planning, Government, Investor behavior|0 Comments
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  • Lessons from the Links

Lessons from the Links

One of the guys I regularly play golf with offered up some words of advice on the course the other day. I was faced with

By Mike Berry|2024-08-26T09:59:24-06:00August 26th, 2024|Categories: Articles|Tags: Financial Advice, financial advisor, financial planning, golf, Investor behavior, Mike|0 Comments
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  • Mini Series Part 2 of 10: Adapting to Life’s Changes

Mini Series Part 2 of 10: Adapting to Life’s Changes

“There is nothing permanent except change.” -Heraclitus I’ve found over the years that people believe just the opposite – that things are permanent. The car

By Mike Berry|2022-12-07T11:08:30-07:00October 14th, 2022|Categories: Articles, Series|Tags: emergency savings, Financial Advice, financial planning, Top 10 Financial Mistakes Series|0 Comments
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  • How Do I Turn My Investments Into Retirement Income? August 4, 2026
  • Are Your Investments Actually Aligned with Your Goals – or Just “Fine”? July 28, 2026
  • I Sold My Business… Now What? A Financial Game Plan for What Comes Next July 14, 2026

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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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Check the background of our investment professionals on FINRA’s BrokerCheck here.

This communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, 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.

Cambridge’s Form CRS (Customer Relationship Summary).

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