News
Stay current with the latest press releases, news, and events on Legacy Trust.
Aug
11
Carl Erickson Joins the Legacy Trust Board of Directors
Carl Erickson, CEO of Atomic Object, has joined the board of directors for Legacy Trust and the Legacy Trust Holding Co. Erickson brings more than two decades of leadership and management experience… Read More
Aug
4
Using the Value in Life Insurance Policies to Manage Retirement Risk
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
Jul
29
C-Connect: A New Online System for Clients
We are excited to announce a new online system for our clients. To keep pace with your expectations, Legacy Trust is offering a new web experience called C-Connect. This web-based solution is… Read More
Jul
22
Don’t Let Biases Drive Your Investment Strategy
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