Ever wonder what the investment process looks like at Legacy Trust? Laina Mills explains how Legacy Trust’s advisory team comes together to tailor customize strategies for each person’s unique situation.   [vc_video… Read More

Someone or something is trying to send me a message.  A few weeks ago, we had an internal training session about how telling stories can send a powerful message.  Just a few… Read More

You know what is said about change; that it is inevitable, which is so true.  With that being said the reason for change and how we adjust to it is solely up… Read More

As a young professional still in my 20’s, I thought I would shed some light on what I am doing to better my financial position. Nowadays the majority of college graduates come… Read More

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