Too often these days’ market pundits, academics, and other media outlets define risk as volatility. They continue to pound the table stating that the more violently the price of a security wiggles… Read More

We have the privilege of working with many clients on a very personal and technical level. Our role is to help clients get from point A to point B. Very rarely is… Read More

As you know, August has brought significant volatility to the stock market with both the S&P 500 and the Dow Jones Industrial Average dropping 5.8% last week and another 4% on Monday…. Read More

For anyone who relies on an investment portfolio for a significant amount of their retirement income, volatility control is critical to ensuring that the portfolio will survive a long retirement.  On average,… Read More

The tendency to invest disproportionately in your own country is known as home country bias and is a common inclination for investors all around the world. Note: this tendency is referred to… Read More

In this edition of our monthly newsletter, we would like to personally thank Legacy Trust co-founder, Bob Prevette. After eleven successful years, Bob will be retiring at the end of June. His… Read More

We sat down with Tom Blower, a Senior Wealth Planner at Legacy Trust, to talk about retirement planning and supplemental retirement income. Q: What is supplemental retirement income and why is it… Read More

At a prior firm, one of my co-workers introduced me to a husband and wife who had been clients for many years.  The husband was planning on retiring in the next few… Read More

Are you caring for someone that was born with a disability, or a person that has been injured in an accident and requires some extra care? Is there someone in your life… Read More

I have found in my life that working together to achieve a common goal provides a much better outcome than trying to figure everything out on my own. This same principle has… Read More