technology Archives - Legacy Wealth Management

Spring Newsletter 2024

Spring Newsletter 2024

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, Dan discusses

By Alyssa Adams|2024-03-28T09:11:00-06:00March 28th, 2024|Categories: Newsletters|Tags: 2024, investment advice, investment strategy, Investor behavior, technology, trading technology, yield|0 Comments

Fall Newsletter 2021

Fall Newsletter 2021

The Leaves are Changing Colors, the Sun is Sleeping in... It must be Fall! Every quarter, we send out a newsletter to share thoughts and

By Alyssa Adams|2021-12-31T15:16:05-07:00September 28th, 2021|Categories: Newsletters|Tags: Beneficiary, capitalism, COVID-19, death, estate planning, financial crisis, free enterprise, legacy, lending, market performance, recession, risk, strength and resilience, technology, trading technology, youth and trading|0 Comments

High-Tech Frustration

About two months ago, my watch finally gave out and I decided that I wasn’t going to buy another one and just use my cell

By Mike Berry|2022-03-09T15:07:37-07:00June 10th, 2021|Categories: Articles|Tags: humor, technology|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).