Over long time periods, sector performance is largely driven by the overall state of the economy, underlying corporate earnings, current and predicted interest rates, geopolitical events and inflation, among other factors. Reviewing the sector performance for the month of March
Author: Olivia Shoberg, Marketing Coordinator As the shadow of the moon sweeps across the United States, creating a path of totality for a rare total solar eclipse visible in thirteen states, it heralds not just an astronomical spectacle but an
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 the tapestry of American traditions, the State of the Union address holds a revered place, a ceremony rooted deeply in the nation’s democratic ethos since its inception. This annual event provides a platform for the President to present a
With a presidential election looming, geopolitical tensions escalating, and central banks considering a significant shift in its policy stance, 2024 looks to be an eventful year with many possible outcomes. So far, the financial markets are taking a “what, me
Inflation, often called the silent yet formidable force, is impactful in shaping the economic landscape that influences our day-to-day living and, more critically, our retirement planning strategies. The implications of inflation are multifaceted, presenting immediate and long-term challenges that require
As we commemorate Women’s History Month, Legacy Private Trust Company takes a moment to honor the extraordinary women who have shaped our nation with their resilience, intelligence, and pioneering spirit. The month-long celebration, rooted in a Congressional resolution from 1981,
In the spirit of Women’s History Month, it’s pivotal to highlight the unique financial landscapes women navigate. This observance traces its origins back to 1981 when Congress initiated the annual celebration in March. This period commemorates women’s substantial contributions to
Legacy Private Trust Company is committed to keeping our clients informed about efficient ways to manage their financial affairs, including how to track and receive tax refunds expediently. The Internal Revenue Service (IRS) has significantly enhanced its online services, specifically
In the ever-evolving landscape of career changes and corporate restructurings, it’s not uncommon for individuals to lose track of their pension benefits accumulated over the years. For those who have spent a portion of their careers contributing to a pension
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