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

Around tax time each year we are reminded about how critical it is to be vigilant in protecting confidential personal information.  As mentioned in a release from the IRS (see the link… Read More

With the recent decline in the equity market, the time is ripe to discuss how to take this opportunity to turn a “lemon into lemonade”. Nobody likes seeing a decrease in their… Read More

As we begin 2016, you will undoubtedly see many publications on the internet, in the news, in the paper and so forth talking about how to get your finances in order for… Read More