Skip to content
CONTACT US | 970-241-5143
Facebook
Legacy Wealth Management Logo

SCHEDULE A MEETING

  • HOME
  • SERVICES
  • ABOUT US
    • FINANCIAL PLANNERS
    • SUPPORT STAFF
  • FREQUENTLY ASKED QUESTIONS
  • CLIENT LOGIN
  • BLOG
  • CONTACT US
  • Legacy Wealth Management team
    Reflections on Past Bear Markets

Reflections on Past Bear Markets

"We realize that it is not easy to ride through this tempest. We know you want to hear when it will end. Believe me, so

By Mike Berry|2022-01-06T10:49:08-07:00March 19th, 2020|Categories: Articles|Tags: Bear market, Stock Market|0 Comments
Read More
  • Legacy Wealth Management team
    When Fear Replaces Common Sense

When Fear Replaces Common Sense

Our thoughts regarding the current state of the Stock Market and the effects of the Coronavirus I sit here at my computer somewhat mystified as

By Mike Berry|2022-12-07T09:26:39-07:00March 13th, 2020|Categories: Articles|Tags: Coronavirus, market volatility, Stock Market|0 Comments
Read More
  • 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
Read More
  • bear and bull
    The Next Bear Market

The Next Bear Market

Ha! I caught you. I know why you are looking at this blog. You think I’m going to tell you when the next Bear market

By Mike Berry|2018-11-08T13:47:15-07:00November 1st, 2018|Categories: Articles|Tags: Bear market, Market timing, Stock Market|0 Comments
Read More

What’s Up With the Stock Market?

Some of the most frequently asked investment questions I’ve gotten lately are, “What is driving the stock market up?” and “When do you think it

By Linda Eden-Wallace|2018-05-02T14:59:27-06:00March 7th, 2017|Categories: Articles|Tags: Bull Market, Diversified Portfolio, Stock Market|0 Comments
Read More
Previous12

Recent Posts

  • Spring Newsletter 2025 April 17, 2025
  • Christmas Newsletter 2024 December 16, 2024
  • Fall Newsletter 2024 October 10, 2024

Categories

  • Articles
    • Series
  • News and Announcements
  • Newsletters
  • Uncategorized
  • Video

Subscribe via Email

Enter your name & email address to subscribe to this blog and receive notifications of new posts by email.

  • This field is for validation purposes and should be left unchanged.

Archives

Topic Tags

2022 2023 2024 Bear market Beneficiary Christmas college Coronavirus COVID-19 Diversified Portfolio down market economy estate planning Financial Advice Government housing market inflation interest rates investing investment advice investment strategy Investor behavior IRA LWM Team market fluctuations market performance Market timing market volatility mortgage newsletter Portfolio design President Trump real estate recession retirement RMD Roth IRA saving Stock Market Tariffs Taxes technology Top 10 Financial Mistakes Series trading technology Treasury Bonds

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

COMPLIMENTARY INTRODUCTORY MEETING

Contact Us

Phone: (970) 241-5143
Toll Free: (800) 241-5143

[email protected]

372 Ridges Boulevard
Grand Junction, CO 81507

Quick Links

  • Who We Are
  • What We Do

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).

This website and its content is © 2022 to Legacy Wealth Management. All Rights Reserved