Investing Rising Rates and Your Bond Portfolio by Dan Tolomay, CFA Recently, our son lost his first tooth. (Actually, it was his third lost tooth. We suspect he swallowed the other ... Read more...
Tax Planning Financial Planning A Strategy to Offset Higher Taxes by Jonathan S. Henry, CPA, CFP® President Biden will soon turn his attention to comprehensive income tax reform which is expected to result in higher taxes ... Read more...
Miscellaneous Silver Linings by Matthew Hornaday, CPA The year 2020 was a remarkable year in many ways and forced each individual throughout the world to adapt to ... Read more...
Investing Breathe Easy…You Are Not Being Squeezed by Dan Tolomay, CFA The broad equity market is off to a quiet start with the S&P 500 off -1% through January. The same ... Read more...
Tax Planning Current Events 2020 Year-End Tax Planning by Chris Sutherland, CPA Year-end tax planning often comes with a bit of art sprinkled in with the science. Thanks in part to the ... Read more...
Investing A Better Mousetrap by Dan Tolomay, CFA A little over a year ago, I wrote a blog post, “Value Stocks: Lessons from the Produce Aisle”. In that ... Read more...
Uncategorized Planning Before the End of 2020 by Westray Veasey, J.D. The Tax Cuts and Jobs Act of 2017 (“TCJA”), signed into law at the end of 2017, was based on ... Read more...
Financial Planning Behavioral Finance: Understanding Bias by Lindsey Stetson, CFP® At Trust Company of the South, we believe markets are efficient. This means that all available information has been taken ... Read more...
Current Events Financial Planning FAQ Round Up with Dan by Dan Tolomay, CFA Over the last few months, the financial sector has experienced prosperity, decline and only one thing has been constant — ... Read more...
Financial Planning Investing Weather Ahead by William Smith, CFP® Flying blind Inside a dense layer of clouds, I couldn’t see anything outside the plane. The pilot tried to prepare ... Read more...
Current Events Financial Planning How We Help: Putting our Family Office Services Model to Work for You by Jay D. Eich, CFP®, CPA The original vision of our founders was to make a positive impact in the lives of our clients and their ... Read more...
Current Events Financial Planning Weathering the Storm: Opportunities in Adversity by Trust Company of the South A philosophy can be defined as “an attitude held by an individual or organization that defines its behavior.” This, in ... Read more...
