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Blog

Why You Need a Will (and You Need One Today)

by Sarah Duey, JD, CFTA, CAP®, Vice President, Trust Services

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.

The foundation of your estate plan is a Last Will and Testament. Read more

News

Debbie Taylor’s featured article, “The Four Pitfalls of Having No Financial Plan” from Ramsey Neighbors in June 2019

Everyone should have a financial plan. Find out why! Read more

Blog

No, That Is Not the I.R.S. Calling

Watch out for crooks impersonating I.R.S. agents (and financial industry professionals).

Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost always to send a letter through the U.S. Postal Service to the taxpayer.1 Read more

Blog

Weekly Economic Update June 10, 2019

In this week’s recap: the blue chips have their best week of 2019, as investors like what they hear from the head of the Federal Reserve and interpret the latest monthly employment numbers.  Read more

Blog

Coping with an Inheritance

A windfall from a loved one can be both rewarding and complicated.

 Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Read more

Blog

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

When you are planning for your future, what do you think about? You may think about your retirement, enjoying having the time and money to take trips and pursue your interests. Read more

Blog

Certain Uncertainties in Retirement

Two financial unknowns may erode our degree of confidence.

The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years. Read more

weekly market commentary

Market Commentary

Weekly Market Commentary – June 10, 2019

The S&P 500 surged 4.5% last week as optimism about the Federal Reserve cutting rates and the quick end to potential tariffs on Mexican goods pushed markets higher. The global MSCI ACWI soared 3.6% as international markets participated in the surge, but not as much as domestic markets. The Bloomberg BarCap Aggregate Bond Index gained 0.4% as weak jobs data and the hopes of interest-rate cuts pushed rates lower and bond prices higher. Read more

Blog

June 2019 Economic Update

In this month’s recap: major stock benchmarks descend as new developments in the U.S.-China tariff dispute lead to a broad risk-off in equities; consumer confidence surges, while the housing market cools. Read more

Blog

The Week Ahead: Answer 3 Questions Before Taking Social Security. Find out the truth about long-term investing.

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only from substantial wealth.

Read more