Brian Balke, Senior Portfolio Manager & Wealth Advisor and Steve Doorn, Chief Investment Officer, share Legacy Trust’s approach to cash and fixed income, including how liquidity is positioned and how fixed income… Read More

Brian Balke, Senior Portfolio Manager & Wealth Advisor and Steve Doorn, Chief Investment Officer share the market and economic outlook as we head into 2026 – touching on tariffs, consumer health, valuations,… Read More

Charitable giving during one’s lifetime is a meaningful way to make a positive impact. Combine this with potential tax benefits, and it’s even more compelling. However, record keeping is burdensome, and tax… Read More

High starting valuations are generally associated with lower long-term forward returns. Although valuation metrics are weak short-term return predictors, history tells us that market returns using a 5-10 year horizon are likely… Read More

On April 2, 2025, President Donald Trump unveiled a sweeping trade policy that shocked global markets, calling it “Liberation Day”. The administration implemented a minimum 10% tariff on all U.S. imports, with… Read More

While sharing a similar rise-and-fall pattern, there are several key differences between a regular market cycle and the wild ride offered by financial bubbles. On a given day, there is one and… Read More

DOGE’s most recent initiative to end identity verification over the phone, which was set to take effect March 31st, and had been pushed back to April 14th is now being reversed entirely…. Read More

Legacy Trust Chief Investment Officer Steve Doorn shares what has changed since the April 2nd announcement and why markets have reacted so negatively to the news, along with some key considerations for… Read More

Excited to share this insightful conversation between Brian M. Balke, CFP®, CIMA® and our President & CEO, Tracey Hornbeck! In this interview, Tracey highlights what makes Legacy Trust unique, the exceptional services… Read More

2024 ended the year with continued outperformance by the S&P 500, marking the first instance of back-to-back years of 20%+ returns since 1998/1999. The first quarter of 2025 has told a different… Read More