News
Stay current with the latest press releases, news, and events on Legacy Trust.
Apr
8
Perspectives
Behavioral Finance: The Nature of Losses
When I was nine or ten years old, my grandfather taught me how to play poker. He brought out his loose change jar and counted out twenty five pennies for each of… Read More
Apr
1
Perspectives
Planning for Retirement – Part 1
Planning for retirement is something that most people put off until it is too late to have much impact. The unfortunate fact is that most of us will spend more time planning… Read More
Mar
28
Perspectives
Managing Social Security – and your lottery jackpot
I was interviewed by Pete Daly of the Grand Rapids Business Journal on the pressing topic of managing Social Security. You can read my thoughts and the entire article here. www.grbj.com/articles/79304-managing-social-security-and-your-lottery-jackpot
Mar
11
Perspectives
Five years from the bottom, markets continue to look up
This week, investors are crossing a notable milestone. March 9, 2009 proved to be the bottom of the months-long market selloff that accompanied the Great Recession. In the five years since hitting… Read More