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Author Archive for: "hunter.lewis"
Home » Archives for Hunter Lewis
By Hunter Lewis
In Perspectives
Posted February 28, 2017

Commodities and Gold

With the recent trend of political turmoil boiling over into our everyday lives and the increasing threat of inflation withering away at the purchasing power of our dollar, gold has become a [...]

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By Hunter Lewis
In Perspectives
Posted April 19, 2016

Thinking Long Term

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 now, [...]

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By Hunter Lewis
In Perspectives
Posted October 13, 2015

Volatility is Not Risk

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 [...]

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By Hunter Lewis
In Perspectives
Posted April 14, 2015

“All In”

It has happened a number of times since I began my career in investment management. The topic of investing is brought up in conversation and it is immediately compared to gambling, where the odds [...]

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By Hunter Lewis
In Perspectives
Posted November 4, 2014

The Changing World of Payments

During one of my recent trips to Starbucks, which admittedly is a frequent occurrence, I ordered my usual Grande Americano with just a small amount of room left for cream. The barista then [...]

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By Hunter Lewis
In Perspectives
Posted August 5, 2014

CNYK Technology and Penny Stocks

From the beginning of June 2014 to mid-July 2014 shares of CYNK Technology Corp (CYNK), a penny stock, ran up by approximately 25,000%. The run up and what caused it is still under investigation, [...]

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Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
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We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
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We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
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We do not share your information with third parties for marketing purposes. We do not sell your information.

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To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

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