Estate planning is an important component of a comprehensive financial plan that provides for you and your loved ones in the way you intended. Estate plans often incorporate trusts, which…
Summertime financial check-in with Chris Lambert
My family loves our summer traditions of baseball tournaments and beach trips. I hope that you can enjoy treasured traditions this summer as well! We work diligently each day to…
What to do with this bear market?
You have likely opened your statements for 2022 to find that for only the third time in almost 100 yrs, both the bond and the stock markets were down. You may…
Tax Reporting Mailing Dates
You should expect your tax forms from The Trust Company of Tennessee to be postmarked on, or before, the following dates. If you have any questions, please contact your Relationship Manager.
SECURE Act 2.0 – How This Affects You and Your Retirement Plan
After two years of discussion, SECURE Act 2.0 of 2022 was passed on Friday, December 29, 2022. It is the most impactful retirement legislation in the past 15 years, and…
What can you do to mitigate your taxes?
As 2022 comes to a close, with markets down and in the wake of record inflation and rising interest rates, there are several factors and strategies to consider for mitigating…
Is Uncle Sam one of your beneficiaries?
Current estate tax exemptions are set to expire at the end of 2025, which means we could see a 50% reduction in available exemption per person. It has been 87…
Market Volatility x Inflation = Panic?
We’ve been saying that Cash isn’t King – historically it is the worst performing asset class. It may feel safe, but it does not have the ability to keep up…
Market volatility feeling scary?
If you’re paying attention to the financial markets, you’re probably feeling a bit unsettled by the volatility we have seen this year. Volatility is a normal part of investing. It…
What is a Bear Market exactly?
Have you ever wondered what the Bear v. Bull analogy actually means?? Economists normally define a Bear Market as a 20% decline from a previous high over a sustained period…
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