Developing an estate plan – one that actually operates like you intend – is a daunting task, and it does ...

More than 80% of women will be a primary financial decision maker for themselves or for someone else at some ...

With US value stocks experiencing one of the longest and largest periods of underperformance relative to US growth stocks, we ...

Next month marks the twelfth consecutive season Trust Company has supported the Wyndham Championship held at the storied Donald Ross-designed ...

Risk Management for high-net-worth families involves cost-effectively transferring risk in order to minimize the financial damage of a catastrophic, unanticipated ...

With the Standard & Poor’s 500 trading near all-time highs and bond yields remaining low, a natural question is, “what ...

With US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that ...

Trust Company’s purpose is to enrich the lives of those we serve.  Our team of 28 employees strives each day ...

As individual taxpayers begin to plan their charitable gifts in 2019, below are some planning points for your consideration that ...

Where do you turn for intellectual stimulation? For me, it starts with books and podcasts, but is cemented with relationships. ...

Given recent investor behavior, we wanted to provide a commentary on diversification, particularly relative to the often highlighted S&P 500 ...

Wouldn’t it be great if we were all in perfect shape and successful? I would argue no. At least we ...