In this update, Legacy’s Investment Services Team answers questions about the U.S. economic recovery, the stock market, and government stimulus. Please look for additional recorded updates on other important topics. Play the video below to view the segment.
If you are a Legacy client and have questions or concerns, please do not hesitate to contact your Legacy advisor. If you are not a Legacy client and are interested in learning more about our approach to personalized wealth management, please contact us at 920.967.5020 or firstname.lastname@example.org.
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Brenton Teeling, Vice President, Client Services and Administration
Investment Services Team
Nick Carver, Vice President, Director of Investment Services
Paul Griesbach, Trust Investment Officer
Greg Hansen, Vice President, Senior Portfolio Manager
Peter Schaefer, Trust Investment Officer
This information has been prepared by Legacy Private Trust Company for informational purposes. Any opinions expressed herein represent our current analysis and judgment and are subject to change. Actual results, performance, or events may differ based on changing circumstances. No statements contained herein should substitute for professional legal, tax, or other specialized advice.