Retirement Planning Financial Planning The Best Assets to Donate to Charitable Organizations by Kara Kessinger, CPA/PFS®, MTAX When donating to a charity, you may ask yourself: should I give cash, appreciated securities or make a Qualified Charitable ... Read more...
Regulatory Updates Retirement Planning How Will the SECURE Act Impact Your Retirement Planning? by Westray Veasey, J.D. The Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”), enacted on December 20, 2019, is landmark legislation ... Read more...
Investing Late November Reflections by Dan Tolomay, CFA As the fourth Thursday of November draws near, it’s time to stop and reflect on the important things – like ... Read more...
Estate Planning How Your Advisor Can Enhance Your Estate Plan by Westray B. Veasey, J.D. Developing an estate plan – one that actually operates like you intend – is a daunting task, and it does ... Read more...
Financial Planning The Importance of Women Joining the Wealth Conversation by Lindsey Stetson, CFP® More than 80% of women will be a primary financial decision maker for themselves or for someone else at some ... Read more...
Investing Value Stocks: Lessons from the Produce Aisle by Dan Tolomay, CFA With US value stocks experiencing one of the longest and largest periods of underperformance relative to US growth stocks, we ... Read more...
Miscellaneous Why We Support the Wyndham by Bill Smith, CFP® Next month marks the twelfth consecutive season Trust Company has supported the Wyndham Championship held at the storied Donald Ross-designed ... Read more...
Miscellaneous Risk Management by Jay D. Eich, CFP®, CPA Risk Management for high-net-worth families involves cost-effectively transferring risk in order to minimize the financial damage of a catastrophic, unanticipated ... Read more...
Investing Is the Past Prologue? by Dan Tolomay, CFA With the Standard & Poor’s 500 trading near all-time highs and bond yields remaining low, a natural question is, “what ... Read more...
Investing Why Should You Diversify Globally? by Chase Reid, CFA, CFP With US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that ... Read more...
Miscellaneous Building for the Next Generation by Matthew Hornaday, Chief Operating Officer Trust Company’s purpose is to enrich the lives of those we serve. Our team of 28 employees strives each day ... Read more...
Financial Planning Charitable Giving in 2019 by Jonathan Henry, CFP®, CPA As individual taxpayers begin to plan their charitable gifts in 2019, below are some planning points for your consideration that ... Read more...
