On behalf of our entire team, I send you warmest holiday wishes along with our continued commitment to help you reach your financial goals in 2024.
There’s been no shortage of unusual circumstances in the past few years that bring up questions and concerns for all of us. As the nation gears up for a presidential election in 2024, we anticipate the unease that may accompany such a big event. Please know that we’re here, ready for your questions and prepared with a plan as we continue to advise and help you navigate the year ahead.
We’ve weathered more than a few elections and historical events in more than 35 years in business and through it all, The Trust Company has provided trusted, sound financial advice. That will remain true into 2024 and beyond. Our team consistently monitors markets, trends, headlines and historical data to make decisions that are in line with client goals and in keeping with the steady, reliable reputation that is expected from us.
This newsletter reflects the great work happening at the Trust Company. Check out Sara Hill’s article about the benefits of qualified charitable distributions (QCDs) as you plan for the 2024 tax year and see a snapshot of the ways we’re supporting the community as well. We’ve expanded our education – especially pertaining to the financial management of nonprofits. We’re also celebrating promotions, new faces and other recognition as we develop a team that is qualified to support clients and committed to the communities we serve.
On a personal note, I look forward to gathering with friends, family, clients and colleagues during the holidays and enjoying the ways in which those groups overlap. I hope that you will have time to connect with loved ones during this season. It’s a great time to reflect and look ahead with the tinge of excitement that comes from the calendar turning to a new year.
We value your continued trust in our amazing experts and reiterate that we’re available and prepared to serve you and your family. Please contact me at email@example.com with any questions or comments. Happy New Year!