Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Oct
23
Perspectives
Don’t Overlook This Tax Saving Opportunity
Twice in the past several weeks I have encountered a tax planning opportunity that was missed by families caring for a parent with diminished mental ability or confronting other life changes. In… Read More
Oct
14
Perspectives
Active vs. Passive Investing
It seems like all we hear about today from the Wall Street Journal, Bloomberg, and other market media outlets is the attack on active management and the support for passive management (indexing)…. Read More
Oct
8
Perspectives
The U.S. Remains an Economic Bright Spot
The International Monetary Fund has been in the headlines recently with the release of its updated world economic outlook, coming on the heels of heightened equity market volatility over recent weeks and… Read More
Sep
25
Perspectives
The Outsider in the Family
It has been almost 6 months since I joined the Legacy Trust team and I’d like to reflect on that time for my blog post, and how my role in the company… Read More