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Prince Didn’t Have A Will – Don’t Be Prince
Being a Minnesota native, my first thought on hearing about Prince’s passing was “how can this be?! Is it a horrible hoax?” He was an icon in Minnesota, and growing up in… Read More
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The Government Takes Fiduciary Standard to Main Street
Some of you may or may not be aware that the Department of Labor just published the final rules of an important piece of regulation called “Fiduciary”; Conflict of Interest Rule—Retirement Investment… Read More
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Thinking Long Term
One of the most important aspects of investment success is an alignment of thought and decision making with the relevant time horizon. That is, if we want attractive results five years from… Read More
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Your Life Online – What Happens To It When You’re Gone? New Law In Michigan Answers This Question
Michigan legislators just recently passed the Fiduciary Access to Digital Assets Act. This new law provides you with the ability to name someone that can have access to your digital assets when… Read More
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Institutional Investment Management For Foundations And Endowments
Investors can be broadly broken down in to two classes: individuals and institutions. While the distinction between individuals and institutions is self-evident, the category of “institutional investor” is quite diverse and can… Read More
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What Do You Do And For Whom?
At Legacy Trust, we provide wealth management, trust and family office services to individuals and families in West Michigan, designed to meet the needs of our current and prospective clients. This has… Read More
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Meeting Financial Goals In Today’s Challenging Fixed Income Environment
In the years following the global financial crisis of 2007-2008, central banks around the globe led by the U.S. Federal Reserve took unprecedented steps to stimulate economic growth through exceptionally low interest… Read More
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Fido Gets The Family Fortune – Are Pet Trusts For Real?
I’m sure you’ve heard the stories or have seen the headlines about the eccentric multi-millionaire that left their $13M fortune to their beloved cat Tommaso or the three Texas pups set to… Read More
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It Is Prime Phishing Season
Around tax time each year we are reminded about how critical it is to be vigilant in protecting confidential personal information. As mentioned in a release from the IRS (see the link… Read More
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Lemonade Out Of Lemons
With the recent decline in the equity market, the time is ripe to discuss how to take this opportunity to turn a “lemon into lemonade”. Nobody likes seeing a decrease in their… Read More