The “Great Transfer of Wealth” is a term used to describe the massive shift of assets and financial resources expected to take place in the coming decades. As Baby Boomers, one of the wealthiest generations in history, age and pass
The U.S. economy shows strong GDP growth and low unemployment. Still, there is a significant divide, with high-income households benefiting from wealth effects while low- and middle-income households face financial pressures from rising costs.
While many are accustomed to expecting all their tax documents by the end of January, it’s crucial to understand that the deadlines for issuing different tax forms can vary.
What Is New with IRA Contributions? Since 2020, individuals of any age with earned income have been eligible to contribute to a traditional IRA, eliminating the previous age limit of 70½. It’s important to note that earned income excludes income
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
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