It is that time of year when many people start to think about their charitable giving. This probably explains why I have received so many recent questions about the status of the… Read More

In the estate planning and administration worlds there are a lot of moving parts and it can be overwhelming to understand them if you don’t work in those areas every day. If… Read More

President Obama designated October as National Cyber Security Awareness Month to raise awareness of threats to the data systems that have become part of our everyday lives and to encourage each of… Read More

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