Exit Planning can be complex. Between setting your exit goals and transferring your business, you’ll attempt to build business value, find an appropriate successor or buyer, navigate perplexing tax implications, […]
Why do Real Assets Warrant an Allocation?
Real asset instruments derive their worth from physical value – you can touch, see and maybe even smell. Conversely, stocks and bonds derive their value from future cash flows and residual claims […]
Top Advisor Firm Award
We are proud to be listed among the Top Defined Contribution Advisor Firms by the National Association of Plan Advisors. A number of factors went into making this distinguished list, […]
Is Volatility Here to Stay?
No portfolio has been immune to market volatility in 2018. A common industry measurement of stock market volatility is The Chicago Board of Options Exchange (CBOE) Volatility Index, aka “VIX”. […]
Bitcoin: Boom or Bubble?
Bitcoin has been all over the news lately as the cryptocurrency has continued to skyrocket in value. In 2017, Bitcoin rose almost 1,400 percent (from $900.86 to $13,444.88), and that […]
The Trust Company News | Spring 2018
Click here for our Spring 2018 Newsletter
Charitable Giving: Not a One Trick Pony
The beginning of a new year presents an opportunity for investors to recalibrate and review their goals. Often among these is a renewed endeavor to give back in a charitable […]
Examining the personal debt bubble
As the United States recovered from the Great Recession, a lot of people paid down personal debt and increased their savings. As the economy has improved, Americans have gone back […]
Normal Can Feel Scary
While this image captures many different scenarios, it certainly applies to the recent market activity. Be sure to give us a call if you’d like to talk through the latest […]
How the New Tax Structure Affects You
In late 2017, Congress passed a new tax law that will affect your taxes in 2018. There were many changes to the tax structure, both for people and businesses that […]
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