Stewardship Archives - Legacy Wealth Management

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|2023-07-06T13:04:37-06:00March 22nd, 2022|Categories: Newsletters|Tags: Beneficiary, college, COVID-19, economy, estate planning, inflation, Inheritance, Investor behavior, Stewardship|0 Comments

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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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, 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).