Relocation is more than a change of address; it is an opportunity to redefine priorities, enhance quality of life, and implement strategic financial decisions. As individuals seek warmer climates, vibrant cultural environments, and financial efficiency, specific states are emerging as
Corenne A. Gutierrez has joined Legacy Private Trust Company as the Director of Marketing and Communications.
The Federal Reserve cut interest rates for the third time in the three-month-old easing cycle that began with a robust half-point reduction in September. According to predictions made at the December- 17-18 policy meeting, the latest quarter-point cut won’t be
Join Connor O’Brien, CFA®, PJ Schaefer, CFA®, and Nick Brouch, CFA®, as they dive into the key themes and trends shaping 2025. From the anticipated rate cut cycle to evolving policy outlooks, our team provides expert insights on the factors
Join Connor O’Brien and PJ Schaefer as they provide a detailed recap of the economic and market performance over the past year, offering insights into key drivers and significant trends that shaped 2024. Our team discuss major milestones in global
Navigating the complexities of wealth management requires not only expertise but also a trusted partner who understands your goals and values. At Legacy Private Trust Company, we go beyond the numbers to deliver personalized financial strategies designed to preserve and
With the arrival of the 2025 tax year, staying informed about changes to the tax landscape is essential. At Legacy Private Trust Company, we aim to help you navigate these updates with clarity and confidence, ensuring your financial plans remain
Reflections on the U.S. elections are ongoing and will likely dominate the media for some time. With the polls now closed, all eyes are on the likely impact of the incoming Trump administration on the U.S. economy. Most commentators believe
Stay ahead of 2025 retirement planning updates with insights on enhanced 401(k) contributions, Roth account changes, and new automatic enrollment rules. Learn how Legacy Private Trust Company can help you refine your strategies and protect your financial future.
As we enter the season of giving, recent findings by the Generosity Commission have shed light on a concerning trend. While charitable dollars are rising, the number of donors and volunteers continues to decline. This shift raises essential questions about
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