DOGE’s most recent initiative to end identity verification over the phone, which was set to take effect March 31st, and had been pushed back to April 14th is now being reversed entirely…. Read More

Legacy Trust Chief Investment Officer Steve Doorn shares what has changed since the April 2nd announcement and why markets have reacted so negatively to the news, along with some key considerations for… Read More

Excited to share this insightful conversation between Brian M. Balke, CFP®, CIMA® and our President & CEO, Tracey Hornbeck! In this interview, Tracey highlights what makes Legacy Trust unique, the exceptional services… Read More

2024 ended the year with continued outperformance by the S&P 500, marking the first instance of back-to-back years of 20%+ returns since 1998/1999. The first quarter of 2025 has told a different… Read More

During his campaign newly elected president Donald Trump proposed a range of ambitious and significant economic policies, signaling a bold new direction for the US economy.  Markets are mainly concerned about three… Read More

The Roth IRA is a great retirement savings vehicle. It provides an option to avoid taxes upon withdrawal for those who have utilized one. However, given its relatively recent creation, some retirees… Read More

October 31st is near and here at Legacy Trust headquarters we take Spooky Season very seriously.  While advisors and clients alike have enjoyed the ‘treats’ of strong equity market returns in both… Read More

Properly estimating the baseline cost of a retirement lifestyle and how to fund it is vital to success, however; the work does not stop here. To do this thoroughly, one needs to… Read More

Steve Doorn has been featured in the Crain’s Grand Rapids Business Wealth Management Guide for his article on; Why Target Date Strategies Miss The Mark. Check out the full Wealth Management Guide… Read More