Insights
Stay current with the latest press releases, news, and events on Legacy Trust.
Jan
8
Perspectives
Investment Update on China and Market Volatility
The New Year has begun with a broad-based selloff in global equities. China’s stock market posted heavy losses this week, causing trading activity on the Chinese exchange to be halted two of… Read More
Dec
29
Perspectives
What Makes Us Happy . . .
It’s not what you think. The Harvard Study of Adult Development is the longest study of adult life that’s ever been done. It has tracked the lives of 724 men over 75… Read More
Dec
22
News
Act Quickly – Qualified Charitable Distributions Newly Approved for Tax Savings in 2015
On December 18, 2015 President Obama completed the federal government’s Christmas gift to U.S. tax payers by signing the Protecting Americans from Tax Hikes (PATH) Act of 2015. The PATH Act extended,… Read More
Dec
22
Perspectives
Robo-Advisor Redux
Last year at this time, I wrote a short blog titled “The Robot will see you now!” The critical point I was trying to make is that while technology-centered robo-advisor platforms are… Read More