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 that bottom, equity markets have rewarded persistent investors by regaining their 2007 levels and in recent months have begun to climb to new…

Gilda’s LaughFest (March 6-16, 2014) will kick off its fourth annual event with the most ambitious line-up of comedy talent yet.  Some familiar names will join with newcomers to bring a large dose of laughter to Grand Rapids and West Michigan.  Jay Leno, Lily Tomlin and Sinbad will headline with Chris Tucker, Jim Gaffigan and…

There are few decisions at retirement more difficult than choosing the right strategy for collecting Social Security retirement benefits.  No matter their level of wealth, most of my clients start with a common goal:  “Maximize the amount I can collect over my lifetime”.  Developing a strategy to meet this goal would be easier if they…

At Legacy Trust, we often talk with our clients about the importance of a global perspective when it comes to their portfolios.  New economies continue to emerge and develop and technology has served to accelerate the cycle, creating many new investment opportunities for growth investors.  While it is easy to understand the logic behind this…

Welcome to the Legacy Trust website. The launch of this new website coincides with the 10 year anniversary of Legacy Trust. For those who have frequented our website over the past five years, you may have noted the winter image of the skier’s victory pose atop the snowy mountaintop. Given the extraordinary winter we have…