News

The Trust Company Crosses $2.5 Billion Mark

March 13, 2015 by The Trust Company of Tennessee

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 under management. A diversified approach to … [Read more...]

President Endorses Fiduciary Standard

March 3, 2015 by The Trust Company of Tennessee

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) plans and IRA accounts rather than a suitability … [Read more...]

Retire According to Plan, You Really Can!

February 20, 2015 by The Trust Company of Tennessee

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 usually spend more time planning our next vacation than retirement! Having a goal in … [Read more...]

Newsletter | Winter 2015

January 19, 2015 by The Trust Company of Tennessee

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 Soup Leadership Letter Expect … [Read more...]

Planning for Your Unique Family

January 12, 2015 by The Trust Company of Tennessee

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, children/grandchildren from prior marriages, and special needs … [Read more...]

2015 Tax Reporting Mailing Dates

January 12, 2015 by The Trust Company of Tennessee

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 Form Postmarked Date Form 1099-R: Reports the taxable … [Read more...]

Market Commentary | Quarter 4 | 2014

January 6, 2015 by The Trust Company of Tennessee

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 (West Texas Intermediate), representing a 48% decline. Such a large move in a short period of time … [Read more...]

BlackRock to Replace PIMCO in Models

November 21, 2014 by The Trust Company of Tennessee

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 different strategies, our investment committee has decided on BlackRock … [Read more...]

2015 Contribution Limits

October 24, 2014 by The Trust Company of Tennessee

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"] … [Read more...]