The Spring Issue of Foresight has encouraging news about the stock markets, the role of gold in your investment strategy, why to include digital assets in your estate plan, and the big issue of real estate’s meteoric condition. The world may be in flux, but your financial portfolio doesn’t have to be. Contact us at The Trust Company to discuss it.
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A year ago, most people looked forward to seeing 2020 in their rear-view mirror. As it happens, 2021 displayed some similar challenges with issues such as COVID-19 and all that it brought with it. However, equity markets remained strong, and the New Year promises continuing opportunity for investors. Plus, the mass migration of so many Baby Boomers and Gen Xers who decided to retire early, or now choose to work from wherever they desire, has created a real estate boom we haven’t experienced in a number of years.
READ MORE This issue of FORESIGHT has the latest on what to expect with inflation, the current market outlook, the latest traps to watch out for in cybercrime and finally, the hottest new Florida law on community property. We welcome your questions and discussion about all of these items.
READ MORE We are halfway through 2021 and financial analysts at The Trust Company see reason to be optimistic. Find out more in CFO, Ian Breusch’s “Current Outlook and Portfolio Strategy” and Director of Research, Timothy Vick’s “Staying Bullish at a Market Peak.” This issue also highlights how to keep elder family members financially safe, and succession planning for the family business.
READ MORE 2021 has had a strong start for investors. Vaccines are being widely distributed and a positive outlook is on the rise. The Trust Company recently surpassed $3 Billion in assets under management demonstrating how a consistent investment strategy can work in both good and challenging times. Learn more through our Current Outlook; How to use your IRA for the benefit of heirs; Why to plan now for incapacity, and why we’re keeping our eye on Green Energy for portfolios.
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