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    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|2022-06-27T15:25:48-06:00June 22nd, 2022|Categories: Newsletters|Tags: Bear market, inflation, long term care|0 Comments
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  • March Madness

March Madness

March is basketball overdose month for me. I love watching both the men’s and women’s NCAA basketball tournaments. The games are generally competitive and downright

By Mike Berry|2022-04-18T16:10:24-06:00March 30th, 2022|Categories: Articles|Tags: Cold War, economy, inflation, interest rates, Russia, Ukraine, war|0 Comments
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  • wealth builder
    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
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  • Here’s Looking at You, 2022

Here’s Looking at You, 2022

It’s hard to believe that there are only a few days left in 2021. How are you feeling about the coming year? Optimistic? Pessimistic? Uncertain?

By Mike Berry|2021-12-31T15:12:37-07:00December 28th, 2021|Categories: Articles|Tags: 2022, COVID-19, economy, employment, inflation, interest rates, jobs, New Year, supply and demand|0 Comments
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  • Inflation: The Silent Thief

Inflation: The Silent Thief

Many, many years ago, when my grandmother was still alive, we had a conversation that went something like this: “I don’t understand it. I watch

By Mike Berry|2022-06-03T13:53:08-06:00July 27th, 2021|Categories: Articles|Tags: inflation, investing|0 Comments
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  • wealth builder
    Summer Newsletter 2021

Summer Newsletter 2021

This season's newsletter, the advisors tackle the most prevalent questions our clients have had in recent months. We hope you enjoy reading this in an

By Alyssa Adams|2022-01-07T11:24:01-07:00June 16th, 2021|Categories: Newsletters|Tags: COVID-19, Cryptocurrency, inflation, Investor behavior, Ownership, Stewardship|0 Comments
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  • bowling balls at a bowling alley
    Grandma’s Inflation

Grandma’s Inflation

My maternal grandmother was a quiet, unassuming, angel of a person who had a wonderful lap to curl up on and listen to her read

By Mike Berry|2021-02-04T08:57:03-07:00July 30th, 2019|Categories: Articles|Tags: common sense, Dust Bowl, Great Depression, inflation|0 Comments
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Avocados and Trade Wars

My wife, Debbie, and I are big fans of avocados. We love them in guacamole, salads, on sandwiches. You name it, we can probably put

By Mike Berry|2022-03-09T15:23:56-07:00July 11th, 2019|Categories: Articles|Tags: inflation, Tariffs, Trade Wars|0 Comments
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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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These are the opinions of Legacy Wealth Management, LLC and not necessarily those of Cambridge Investment Research, Inc.. The views expressed herein are for informational/educational purposes only and should not be construed or acted upon as individualized investment advice.

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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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