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    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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  • 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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    Uncertainty – The Market Hates It

Uncertainty – The Market Hates It

The title of this blog could certainly be the catchphrase of this year 2020. For certain, there has been an awful lot of uncertainty. I’m

By Mike Berry|2020-10-22T10:55:45-06:00October 22nd, 2020|Categories: Articles|Tags: COVID-19, economy, Investor behavior, market performance, Politics, Stock Market, Uncertainty|0 Comments
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  • grass in a field
    Concerned About the Economy? Do This.

Concerned About the Economy? Do This.

The stock market has been a little crazy lately (I know – shocker, right?). When we see headlines about market declines or look at a

By Dan Funderburk|2021-01-29T12:16:22-07:00March 21st, 2019|Categories: Articles|Tags: Bear market, Diversified Portfolio, economy, Financial Advice, Investor behavior, market volatility, Portfolio design, recession, Stock Market|0 Comments
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To Sell or Not to Sell

“Should I sell my investments since the market has been so strong lately?” I’ve been getting this question quite a bit in the last few

By Dan Funderburk|2022-01-07T09:53:05-07:00March 2nd, 2017|Categories: Articles|Tags: emotional investing, Investor behavior, Investor returns, Market timing, Portfolio design|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

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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