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The Changing World of Payments
During one of my recent trips to Starbucks, which admittedly is a frequent occurrence, I ordered my usual Grande Americano with just a small amount of room left for cream. The barista… Read More
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Don’t Overlook This Tax Saving Opportunity
Twice in the past several weeks I have encountered a tax planning opportunity that was missed by families caring for a parent with diminished mental ability or confronting other life changes. In… Read More
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Active vs. Passive Investing
It seems like all we hear about today from the Wall Street Journal, Bloomberg, and other market media outlets is the attack on active management and the support for passive management (indexing)…. Read More
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The U.S. Remains an Economic Bright Spot
The International Monetary Fund has been in the headlines recently with the release of its updated world economic outlook, coming on the heels of heightened equity market volatility over recent weeks and… Read More
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The Outsider in the Family
It has been almost 6 months since I joined the Legacy Trust team and I’d like to reflect on that time for my blog post, and how my role in the company… Read More
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Understanding and Managing Investment Risk
In the investment world, risk generally is related to uncertainty. It refers to the possibility that you might lose your investment, or that an investment will yield less than its anticipated return. Every investment… Read More
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Lessons From Hollywood
I read an article recently about the premier episode of “Celebrity Legacies”, a television show on the Reelz channel that investigates the legacy of a different departed celebrity each week. I was… Read More
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Looking Past the Headlines
The state of the U.S. jobs market has always been watched closely by economists and financial professionals, and the current economic recovery has only served to draw closer scrutiny to the employment… Read More
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Con Men, Scam Artists and Crooks, Oh My!
When Money Speaks, the Truth Keeps Silent. Russian Proverb Judging from the number of well publicized investment swindles in recent history, it seems safe to conclude that one cannot be too careful… Read More
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The Walmart CPI and the Spending Power Gap
While the U.S. economic picture continues to show broad improvement, some concerning trends are emerging that could eventually lead into the next recession. When will the next recession happen? No one can… Read More