News
Stay current with the latest press releases, news, and events on Legacy Trust.
Oct
29
Perspectives
Investment Perspectives: Halloween Edition
October 31st is near and here at Legacy Trust headquarters we take Spooky Season very seriously. While advisors and clients alike have enjoyed the ‘treats’ of strong equity market returns in both… Read More
Oct
15
In The Community
Legacy Trust – Day of Service
Our team had a fantastic time volunteering with Heart of West Michigan United Way! We assembled Young Learner Kits through their “Volunteering To Go” program. These kits will provide essential resources to… Read More
Oct
10
Perspectives
Quantifying Spending Shocks
Properly estimating the baseline cost of a retirement lifestyle and how to fund it is vital to success, however; the work does not stop here. To do this thoroughly, one needs to… Read More
Sep
23
Perspectives
Steve Doorn Featured in Crain’s Grand Rapids Business Wealth Management Guide
Steve Doorn has been featured in the Crain’s Grand Rapids Business Wealth Management Guide for his article on; Why Target Date Strategies Miss The Mark. Check out the full Wealth Management Guide… Read More