Legacy Trust Services — West Michigan

Resources

OPINION: Stock Market Skepticism

After enduring two market meltdowns in the past 10 years and repeatedly paying the price for hubris and mistakes of traders, investors on Main Street are thoroughly disgusted with Wall Street and leery of investing in stocks in general.  Read on to see the latest opinion authored by Kerby Wallick in the Business Review.

Opinion:  The dollar is again the prettiest PIG at the trough.

For the last several years, global pundits and investors alike have had a love–hate relationship with the U.S. economy and its currency. Follow the link below to read the full article published in the West Michigan Business Review.

OPINION:  Goodbye to the decade of the zeros

Published in the West Michigan Business Review, click on the following link to take a look as Kerby Wallick reviews the past decade for investors. 

Opinion:  Will the recession stay over?

According to third-quarter GDP results, the recession is over. The question now, though, is will it stay over? Banks may hold the key to the answer — and to the recovery.  Click on the link below to read the full article published in the Business Review.

A Taxing Decision – IRA Withdrawals before Age 59.5

Two Unique Situations

One of our clients, who is still a few years from retirement, recently decided to tap his IRA as a means for financing the purchase of a Florida ocean-side vacation/retirement condo.

Another client took early retirement at age 52 and needed to draw from the substantial savings in his IRA to supplement other sources of retirement income. Read More