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

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

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

It seems that I have had an unusually large number of conversations recently about how to choose a trustee for a trust.  Therefore, I felt this might be a good time to… Read More

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

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

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

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

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

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