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    Spring Newsletter 2025

Spring Newsletter 2025

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)

By Alyssa Adams|2025-04-17T14:14:53-06:00April 17th, 2025|Categories: Newsletters|Tags: 2025, Diversified Portfolio, down market, economy, Financial Advice, Government, investing, Investor behavior, market fluctuations, Market timing, Tariffs|0 Comments
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Avocados and Trade Wars

My wife, Debbie, and I are big fans of avocados. We love them in guacamole, salads, on sandwiches. You name it, we can probably put

By Mike Berry|2022-03-09T15:23:56-07:00July 11th, 2019|Categories: Articles|Tags: inflation, Tariffs, Trade Wars|0 Comments
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From Trade Winds to Trade Wars

Things have been pretty smooth sailing for our economy and the financial markets. Sort of like being carried along by those gentle trade winds in

By Mike Berry|2022-08-01T15:24:28-06:00March 8th, 2018|Categories: Articles|Tags: President Trump, Tariffs|0 Comments
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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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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).

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