Investment Strategy Archives | Legacy Wealth Management

Rough Roads Ahead

Rough Roads Ahead

For the first half of 2024, financial markets have been relatively calm and moving up. Interest rates were stable and inflation seemed to be getting

By Mike Berry|2024-08-13T08:59:48-06:00August 13th, 2024|Categories: Articles|Tags: 2024, economy, interest rates, investment strategy, market fluctuations, market volatility|0 Comments

Summer Newsletter 2024

Summer Newsletter 2024

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, Mike breaks

By Alyssa Adams|2024-06-12T09:40:51-06:00June 12th, 2024|Categories: Newsletters|Tags: 2008, 2024, deflation, Fed rate, inflation, investment advice, investment strategy, Investor behavior, market fluctuations, President Biden, President Trump, presidential election, recession, stagflation|0 Comments

Spring Newsletter 2024

Spring Newsletter 2024

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, Dan discusses

By Alyssa Adams|2024-03-28T09:11:00-06:00March 28th, 2024|Categories: Newsletters|Tags: 2024, investment advice, investment strategy, Investor behavior, technology, trading technology, yield|0 Comments

Cash is Paying 4% – Why Would I Invest Anywhere Else?

Cash is Paying 4% – Why Would I Invest Anywhere Else?

A silver lining to the rout in the financial markets in 2022 is that cash and cash-equivalents are actually paying decent interest. As I write

By Dan Funderburk|2023-07-06T10:46:57-06:00February 22nd, 2023|Categories: Articles|Tags: 2023, CDs, Certificates of Deposit, economy, FAQ, high-yield savings, inflation, investment advice, investment strategy, Investor behavior, Portfolio design, recession, Savings, Stock Market, Treasury, Treasury Bonds|0 Comments

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