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Over recent months, some financial institutions have been forced to cut staff, creating a chasm in the client experience. Since our world changed last winter, The Trust Company has been making strategic hires adding to the depth of expertise to give you the highest possible attention and a wealth management plan that is best for you and your goals. This issue covers the growth trend, life insurance, gifting to heirs during your lifetime and portfolio strategy.READ MORE
What’s the latest regarding COVID-19 and your retirement account? In addition to current markets and portfolio strategy, learn the latest on how to maximize estate benefits as asset values fluctuate. Finally, what is the history of the Fed and its role in today’s economy?READ MORE
Enjoy the first edition of our newly-branded FORESIGHT quarterly publication. This issue includes how to manage a portfolio in a volatile marketplace; The financial savings of establishing Florida Domicile, and how a couple can make senior living work for both people.READ MORE
The roaring 20’s are back along with new hopes and goals. This issue of MARKETWATCH discusses the importance of family and community, and how to make an impact on them both. We reflect on the past year’s economic trends and opportunities as we strategize the future of investing – yield cures and all.
Frank’s Funding Fumble outlines the negative effects on loved ones when estate and financial documents, personal and business properties aren’t properly titled by the time one passes. Also, if you’ve been thinking about how to leave some of your wealth to charity, find answers in Philanthropic Legacies: Consider Your Options. These articles and the latest on economics and investing are in our fourth quarter issue of MARKETWATCH.READ MORE