Investor Returns | Legacy Wealth Management

Mini-Series Part 5 of 10: Chasing Returns

Mini-Series Part 5 of 10: Chasing Returns

“You’ve got to go out on a limb sometimes, because that’s where the fruit is.” -Will Rogers I’m a believer in that quote up to

By Mike Berry|2022-12-07T10:33:13-07:00November 3rd, 2022|Categories: Articles, Series|Tags: down market, Financial Advice, Investor behavior, Investor returns, market performance, risk|0 Comments

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

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

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