Publications

May 04, 2021 | Investment Commentary

Market Update – May 2021

Market Update – May 2021 In this video, Peter Schaefer provides an update on the main market factors Legacy’s investment team has been monitoring. He covers important topics such as the slowing spread of the COVID-19 virus and vaccine rollout, consumer trends and activity levels within the economy, and overall market performance in different sectors. […]

April 29, 2021 | Women and Wealth

The Impact of the Pandemic on Women and Their Future

The Impact of the Pandemic on Women and Their Future In this third and final installment of Legacy’s first Women and Wealth Episode, Candy Thurs, Susan Hickey, and Kathy Brost discuss the future women are facing post-pandemic. Having previously identified the pandemic’s impacts on finances and family, they now extend the conversation to include ideas […]

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 […]

April 01, 2021 | Women and Wealth

The Impact of the Pandemic on Women and Their Finances

During the intro to our Women and Wealth series, we explained that women, their families, and their finances have been uniquely impacted by the COVID-19 pandemic. In this second episode, Candy Thurs, Kathy Brost, and Sue Hickey discussed how many women have potentially missed out on some of their peak earning years, and how this […]

March 31, 2021 | Economic and Financial Digest

A Looming Economic Heat Wave

Spring has sprung, and the season of hope is resonating throughout the economy. After suffering a 3.5 percent contraction in 2020 – the steepest since demobilization in 1946 – real GDP is poised to surge as much as 7 percent this year, which would rival the largest annual gains since World War II. The widely […]