Complicated Mathematics Many of you probably have a Traditional IRA that you make contributions to without taking tax deductions. You will not pay taxes on these contributions when they are […]
Top Rules for Personal Finance
Countless “talking heads” show themselves discussing where, how, and/or when investors should stock-away money for retirement and other financial goals. Brett Arends’ February 2015 Wall Street Journal article gave 23 “rules” […]
The Trust Company Crosses $2.5 Billion Mark
The Trust Company, the oldest independent trust company headquartered in the state of Tennessee, is announcing it has reached an important milestone by reporting more than $2.5 billion in assets […]
President Endorses Fiduciary Standard
During a recent AARP event, President Barack Obama backed new rules requiring investment advisors to put their clients’ interest ahead of their own. By endorsing a fiduciary standard for 401(k) […]
Retire According to Plan, You Really Can!
When would you like to retire? Most people have an age in mind, but surprisingly few have put much thought and effort into planning how to make it happen. We […]
Newsletter | Winter 2015
Volume 18 | Issue 1 | Winter 2015 In this Issue: Leadership Letter – Expect Disruption Special Needs Trusts Community Spotlight Holiday Open Houses Employee Spotlight – William Walker Recipe – Reuben […]
Planning for Your Unique Family
Family units are unique – Gone are the days of Mom, Dad, and 2.5 children. Today families are as unique as the individuals that create them. Blended families, multiple marriages, […]
2015 Tax Reporting Mailing Dates
You should expect the following forms from The Trust Company to be postmarked on, or before, the following dates. If you have any questions, please contact your Relationship Manager. Tax […]
Market Commentary | Quarter 4 | 2014
Oil Prices Headed in the Right Direction! Since late June 2014, the price of a barrel of oil has declined from $107 down to a low in December of $52 […]
BlackRock to Replace PIMCO in Models
As an update to our announcement earlier this Fall, we have now completed our search of bond fund managers to replace PIMCO Total Return Bond Fund. After interviews with four […]