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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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  • wealth builder
    Fall Newsletter 2025

Fall Newsletter 2025

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry.  (click image below to read)

By Alyssa Adams|2025-10-02T11:44:36-06:00September 30th, 2025|Categories: Newsletters|Tags: 2025, Fed rate, Government, October, September|0 Comments
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  • wealth builder
    Spring Newsletter 2025

Spring Newsletter 2025

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)

By Alyssa Adams|2025-04-17T14:14:53-06:00April 17th, 2025|Categories: Newsletters|Tags: 2025, Diversified Portfolio, down market, economy, Financial Advice, Government, investing, Investor behavior, market fluctuations, Market timing, Tariffs|0 Comments
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  • wealth builder
    Summer Newsletter 2023

Summer Newsletter 2023

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

By Alyssa Adams|2023-07-06T10:30:34-06:00June 14th, 2023|Categories: Newsletters|Tags: 2023, Artificial Intelligence, Congress, economy, Financial Advice, Government, Insider Trading, Investor behavior, market fluctuations, market volatility, STOCK Act|0 Comments
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  • wealth builder
    Spring Newsletter 2023

Spring Newsletter 2023

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

By Alyssa Adams|2023-04-05T14:18:19-06:00April 5th, 2023|Categories: Newsletters|Tags: 2023, economy, Financial Advice, future generations, Gen Z, Government, inflation, Investor behavior, market, market fluctuations, market volatility, Millennials, newsletter|0 Comments
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Where Are All the Workers?

I got an email the other day from our favorite pizza place here in town that they were going to start closing on Sundays because

By Mike Berry|2022-04-18T15:58:48-06:00October 20th, 2021|Categories: Articles|Tags: COVID-19, Government, unemployment|0 Comments
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  • wealth builder
    Spring Newsletter 2021

Spring Newsletter 2021

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 Sondra Pace|2022-03-09T14:48:00-07:00April 5th, 2021|Categories: Newsletters|Tags: election, fraud, Government, Roth IRA, SECURE Act, stimulus, Stock Market, tax-advantaged, unemployment|0 Comments
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$6 a Day

I purposely avoid politics in my blogs and newsletters, mostly because I can find more interesting things to write about. Also, we are just bombarded

By Mike Berry|2020-10-12T11:50:17-06:00August 10th, 2017|Categories: Articles|Tags: Government, Politics|0 Comments
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Recent Posts

  • Christmas Newsletter 2025 December 10, 2025
  • The Fed’s Balancing Act October 2, 2025
  • Fall Newsletter 2025 September 30, 2025

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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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