Legacy’s investment team convened as a panel to discuss common concerns held by clients, answer questions, and provide an overview of three different sectors: the economy, the market, and politics. Play the video below to view the presentation.
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.
To view in fullscreen mode, click the “Fullscreen” icon in the lower right corner of the video.
Candy H. Thurs
Brenton D. Teeling
Vice President, Client Services and Administration
Director of Investment Services
Greg S. Hansen
Senior Portfolio Manager
Peter J. Schaefer
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.