When we meet with our clients to discuss their portfolio positioning and performance, an important part of the conversation is a review of current economic conditions.  We emphasize this review because, although… Read More

At Legacy Trust, we believe it is possible we will be in a low return environment for some time to come.  This presents an unsettling situation for all investors, but can be… Read More

Being a Minnesota native, my first thought on hearing about Prince’s passing was “how can this be?! Is it a horrible hoax?” He was an icon in Minnesota, and growing up in… Read More

Some of you may or may not be aware that the Department of Labor just published the final rules of an important piece of regulation called “Fiduciary”; Conflict of Interest Rule—Retirement Investment… Read More

One of the most important aspects of investment success is an alignment of thought and decision making with the relevant time horizon. That is, if we want attractive results five years from… Read More

Michigan legislators just recently passed the Fiduciary Access to Digital Assets Act.  This new law provides you with the ability to name someone that can have access to your digital assets when… Read More

Investors can be broadly broken down in to two classes:  individuals and institutions.  While the distinction between individuals and institutions is self-evident, the category of “institutional investor” is quite diverse and can… Read More

At Legacy Trust, we provide wealth management, trust and family office services to individuals and families in West Michigan, designed to meet the needs of our current and prospective clients.  This has… Read More

In the years following the global financial crisis of 2007-2008, central banks around the globe led by the U.S. Federal Reserve took unprecedented steps to stimulate economic growth through exceptionally low interest… Read More

I’m sure you’ve heard the stories or have seen the headlines about the eccentric multi-millionaire that left their $13M fortune to their beloved cat Tommaso or the three Texas pups set to… Read More