Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Dec
12
In The Community
Legacy Staff Stocks Family Promise Christmas Store
As the holiday season quickly approached, we reached out to our friends at Family Promise to figure out how we could help. Our friend Kelsy told us about the Christmas Store that… Read More
Dec
9
Perspectives
The Robot will see you now!
The evolution of technology over the past decade is drastically changing the landscape for advice-centered businesses. Just look at how Travelocity has displaced the experienced travel agent and Zillow is fast becoming… Read More
Dec
4
Perspectives
Putting It All Together
I have been with Legacy Trust now for just over two years and thought I would share some of what I have learned. I have had a couple different roles since starting…. Read More
Nov
20
Perspectives
One Man’s View on Money
When it comes to wealth planning, it is easy for some of us to become consumed with the preservation and accumulation of assets, rates of return and cash flows. We perceive the… Read More