Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Jun
11
Perspectives
Portfolio Structure in the “Decumulation” Phase
I read an article this morning in The Fiscal Times that said 59% of Americans surveyed by Gallup were worried about the sufficiency of their retirement savings. Disappearing pension plans and concerns… Read More
Jun
3
Perspectives
Welcome to the Family: Part 1
When I started my job at Legacy Trust, they provided me what I would call a welcome packet. It talked about the values of the company, its history and culture as well… Read More
May
20
Perspectives
Who Moved The Finish Line? Baby Boomers and Retirement
The baby boomer generation defies any simple description, except to say that it includes the massive number of people born after World War II, between 1946 and 1964, about 25% of the… Read More
May
14
Perspectives
Putting Investors First
More than five years later, the 2008 global financial crisis continues to have long-lasting consequences. One unsurprising side effect of the crisis is that it has led to increased public cynicism about… Read More