In the latest news from The Trust Company of Tennessee, we share why local still matters in a global economy, tips for tax-efficient investing, IRA tax deadline reminders, support for our communities, team highlights and more.
Tax-efficient investing
The Trust Company of Tennessee considers tax efficiency in our portfolios. Investment selection and asset allocation are important factors; minimizing the amount of taxes generated in an account also has a significant effect in allowing you to keep more money. We believe it makes sense to have a diversified investment strategy to manage risk. It also makes sense to have …
The Trust Company of Tennessee hires Beeler as client specialist
The Trust Company of Tennessee has hired Laura Beeler as a client specialist, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, …
The Trust Company of Tennessee hires Baisley as client service associate
The Trust Company of Tennessee has hired Jaylene Baisley as a client service associate, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth …
The Trust Company of Tennessee hires Brannan as RPS daily operations manager
The Trust Company of Tennessee has hired Codi Brannan as a retirement plan services (RPS) daily operations manager. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, personal …
The Trust Company of Tennessee hires Gager as marketing coordinator
The Trust Company of Tennessee has hired Joanna Gager as a marketing coordinator, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, …
The Trust Company of Tennessee hires Berger as client specialist
The Trust Company of Tennessee has hired Michael Berger as a client specialist, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, …
WBIR-TV: Inflation and your finances
A new year is an opportunity to refocus on your financial future, particularly in this period of heightened inflation. Client specialist Catherine Carter shared on WBIR-TV what you need to review now to ensure you can reach your financial goals.
The Trust Company of Tennessee hires Rodriguez as relationship manager
The Trust Company of Tennessee has hired Karlo Rodriguez as a relationship manager, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, …
The Trust Company of Tennessee hires Harvey as operations systems analyst
The Trust Company of Tennessee has hired Lauren Harvey as an operations systems analyst. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, personal investment strategy, corporate retirement …