Archive: eFocus @ Legacy

July 08, 2021 | eFocus @ Legacy

Biden Administration Tax Policy

Biden Administration Tax Policy By: Kathy Brost, Trust and Financial Advisor Are you planning on selling your business or business property? Then you’ll want to keep an eye on these proposed tax changes! If you are considering the sale of your business and retirement in 2021, be sure to watch the proposed tax law changes […]

June 03, 2021 | eFocus @ Legacy, Investment Commentary

Record First Quarter Earnings Support Elevated Market Valuations

Record First Quarter Earnings Support Elevated Market Valuations By: Connor R. O’Brien, Trust Investment Officer Changes to company leadership, new product releases, technical indicators, and investor sentiment are just a few of the countless factors that can cause short-term market fluctuations. However, over the long run, there is one factor that stock prices have a […]

May 17, 2021 | eFocus @ Legacy

Thoughts on Inflation

Thoughts on Inflation By: Greg S. Hansen, Vice President & Managing Director of Trust Investments This past week, the government released data on consumer and producer price inflation for April.  The prices paid by consumers rose 4.2% over the past year and the price increases experienced by producers rose 6.2%.  Those figures, however, only tell […]

April 19, 2021 | eFocus @ Legacy

Potential Estate Planning Pitfalls Under Biden Administration’s Legislative Agenda

Potential Estate Planning Pitfalls Under Biden Administration’s Legislative Agenda By: Susan M. Hickey, Vice President & Senior Trust and Financial Advisor While most of us are familiar with the phrase “nothing is certain except death and taxes,” it appears that a changing tax code with each new presidential administration is, if not a certainty, at […]

February 19, 2021 | eFocus @ Legacy

The Short Road Back

It has been almost a year since large swaths of the global economy were shut down, without warning, in an attempt to slow the spread of the coronavirus.  Overnight, a vibrant economy was reduced to a shadow of its former self – unemployment soared, spending declined dramatically, and the stock and bond markets reacted to […]