Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Jul
22
Perspectives
The Changing Face of Retirement – Some Emerging Trends
In my last post, I wrote about the challenges ahead for the millions of baby boomers as they enter the traditional “retirement years”. As a near retiree myself, I quite naturally have… Read More
Jul
15
Perspectives
Retirement Risks You May Not Be Thinking About
In my last post I wrote about one method to protect retirement portfolios from the long term impact of market volatility, an often feared retirement risk. However, there are other sometimes forgotten… Read More
Jul
8
Perspectives
Understanding Benchmarks – Part 1
Benchmarks are indices used for measuring the performance of a particular strategy or total portfolio. The goal of most money managers and investors is to outperform their respective benchmark. However, caution should… Read More
Jul
1
Perspectives
The Halfway Point
I have the privilege of writing this post on July 1 – the midway point for the year. I actually felt chills up my spine last week when I realized that we’re… Read More