Which estate planning documents matter most – and why? Brian Balke, Senior Portfolio Manager and Wealth Advisor and Kelly DeRidder, Senior Wealth Advisor, break it down in our latest perspectives video.

Michigan’s retirement income tax rules have evolved significantly over the years, creating complexity and confusion for many retirees. The creation of retirement income deduction, based on year of birth, has created uncertainty… Read More

Brian Balke, Senior Portfolio Manager & Wealth Advisor and Steve Doorn, Chief Investment Officer, discuss the state of the market in light of all the volatility we have seen and what the… Read More

One year ago, President Donald Trump fundamentally reshaped global trade by imposing tariffs on nearly every country in the world. The initial tariffs along with the subsequent, frequent revisions to tariff rates… Read More

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