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 […]
2015 Contribution Limits
The 2015 Contribution limits have been published. Please contact your relationship manager with any questions about how these limits might affect your Financial Planning strategy. [download id=”38″]
Newsletter | Fall 2014
Click here to read our 2014 Fall News
Market Commentary | Quarter 3 | 2014
The Practiced Science of Patience in Forecasting Just as the sun rises in the East and sets in the West, the stock market will advance and decline, but it has […]
How does Gross’s departure from PIMCO affect you??
You have likely heard or read recently that PIMCO founder Bill Gross has left the company. While the fund will likely see large outflows, we think this will have minimal […]
Steps to Avoid Fraud
“My bank called ME to report card fraud!!” A few months ago, out of the blue, my bank called to ask if we had recently made a purchase at Mr. […]
Do you really NEED a Revocable Living Trust?
You may have heard that “You MUST have a revocable living trust!” Typically this proclamation is found in seminars, articles or flyers you receive in the mail. They often promote […]