Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over
In philanthropy and financial planning, the concept of charitable gift annuities (CGA) has garnered increasing attention. As a trusted resource in wealth management and estate planning, Legacy Private Trust Company seeks to demystify this trend and offer insights into how
Financial planning emerges as a cornerstone for achieving success and stability in the dynamic world of private business ownership. This process is more than a mere fiscal exercise; it’s a comprehensive strategy that shapes the trajectory of both your business
Charitable giving is a noble gesture, reflecting a commitment to social responsibility and community support. For savvy investors and philanthropists, the donation method can significantly impact the beneficiary and the donor’s financial landscape. Stock donations, particularly appreciated securities, emerge as
The landscape of retirement planning has entered a new era with the introduction of the SECURE 2.0 Act, bringing with it a suite of changes that have caused confusion and concern, particularly regarding the catch-up contributions for 401(k) plan participants.
Recognizing the crucial role of data in contemporary society, the investment team at Legacy has adopted a graphical approach for rapid and efficient information conveyance. Utilizing charts and graphs, we can represent large data sets, illustrate trends and changes over
As we settle into the calm following the Christmas celebrations, it’s an opportune moment to reflect on the extraordinary activity within the travel industry. This past year, particularly the holiday season, has marked a pivotal moment in the travel sector’s
The era of low rates ended in March 2022 when the Federal Reserve started the most aggressive rate-hiking campaign in a generation, lifting their policy rate 11 times from near zero to a range of 5.25% – 5.50% in July
In an era where our lives are increasingly intertwined with the digital world, the importance of cybersecurity cannot be overstated. Identity theft, a prevalent and evolving cybercrime, poses a significant threat to individuals, potentially causing financial, emotional, and reputational harm.
October 4, 2024 October 2024 Election Update: Navigating Market Impacts with Our Investment Insights The 2024 election is just around the corner, and with it comes a range of policy proposals that could significantly impact the markets. At Legacy Private
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