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It’s true that there are many events domestically and globally that seem beyond our control, but there are steps that can be taken to help protect your assets. At The Trust Company, we hold to a proven investment philosophy and process by conducting our own independent research and selecting all investments in client portfolios. As a privately-held company, an important part of our culture is that we don’t recommend proprietary products or fee-based solutions, so we are not motivated to make changes to a client’s portfolio based on incentives, but to help them achieve their goals. We make every effort to prepare for the unexpected and follow a disciplined rationale that our clients find reassuring. So, if you are not already a member of The Trust Company family, we invite you to visit one of our offices and get better acquainted.READ MORE
2016 2Q MarketWatchIn this quarter’s newsletter our experts update readers with succinct information on the Current Market Outlook: “Lower for longer.” This short three-word phrase probably best describes three of the major determinants of the world’s economic health in 2016 and 2017 – interest rates, the real economic growth rate, and inflation. Read how our Family Office Services assisted a multi-generation family business transfer to the next generation and provide a comfortable retirement. Find growth in a slow-growth world and finally, stay informed with our quarterly Portfolio Review & Strategy.READ MORE
The New Year brings with it a fresh perspective and the opportunity to be grateful for all that you have achieved. With your success comes the necessity to preserve your assets and to properly prepare for the future, whether for cash flow needs or the appropriate estate and tax plan to achieve your goals. The Trust Company’s Family Office Services offer a comprehensive solution to manage simple or complex family and business issues involving tax, investment, estate and generational transfer strategies.READ MORE
As we enter the last quarter of 2015 and prepare for year-end tax planning, we look back on an event-filled summer where the markets have kept us all on our toes. This is not new, and in fact, market roller coaster rides of the past decade seem to have infused investors with new resolve. This is not to say that market volatility doesn’t warrant respect, but as our colleagues here at The Trust Company often advise, “Be Careful, Not Fearful.”READ MORE
Welcome to the new look and feel of our Market Watch newsletter! Many exciting changes have taken place in our company over the last year and we wanted our most important communication piece to reflect its growth and success, for which so many of you have played a role. Within its pages you will find articles drafted by our internal experts about trending information across economics, investing, and lifestyle topics that may influence how you approach your investment strategy and estate planning.READ MORE
As we quickly approach the end of 2017, please keep in mind both
Required Distributions and Gifting.
To ensure year end processing, we kindly ask that you have your requests to us by December 20, 2017.
Thank you and Happy Holidays!
Your Trust Company Team