Year-end tax planning often comes with a bit of art sprinkled in with the science. Thanks in part to the ...

A little over a year ago, I wrote a blog post, “Value Stocks: Lessons from the Produce Aisle”. In that ...

The Tax Cuts and Jobs Act of 2017 (“TCJA”), signed into law at the end of 2017, was based on ...

At Trust Company of the South, we believe markets are efficient. This means that all available information has been taken ...

Over the last few months, the financial sector has experienced prosperity, decline and only one thing has been constant — ...

Flying blind Inside a dense layer of clouds, I couldn’t see anything outside the plane.  The pilot tried to prepare ...

The original vision of our founders was to make a positive impact in the lives of our clients and their ...

A philosophy can be defined as “an attitude held by an individual or organization that defines its behavior.” This, in ...

Do you recognize the following story? An aging patriarch runs a family business.  He has three sons and for health ...

Inboxes have been especially full lately. The contents are not e-mails from worried clients but from other members of the ...

In our 27th year of operation as an independently owned North Carolina trust company, we remain dedicated to providing exemplary ...

When donating to a charity, you may ask yourself: should I give cash, appreciated securities or make a Qualified Charitable ...