As you know, August has brought significant volatility to the stock market with both the S&P 500 and the Dow Jones Industrial Average dropping 5.8% last week and another 4% on Monday…. Read More

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

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

In this edition of our monthly newsletter, we would like to personally thank Legacy Trust co-founder, Bob Prevette. After eleven successful years, Bob will be retiring at the end of June. His… Read More

We sat down with Tom Blower, a Senior Wealth Planner at Legacy Trust, to talk about retirement planning and supplemental retirement income. Q: What is supplemental retirement income and why is it… Read More

At a prior firm, one of my co-workers introduced me to a husband and wife who had been clients for many years.  The husband was planning on retiring in the next few… Read More

Are you caring for someone that was born with a disability, or a person that has been injured in an accident and requires some extra care? Is there someone in your life… Read More

I have found in my life that working together to achieve a common goal provides a much better outcome than trying to figure everything out on my own. This same principle has… Read More

If passing your assets to your heirs is important to you, I recommend that you consider reading the book Preparing Heirs:  Five Steps to a Successful Transition of Wealth and Values”, by… Read More

It has happened a number of times since I began my career in investment management. The topic of investing is brought up in conversation and it is immediately compared to gambling, where… Read More