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.
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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.
READ MORE The promises of a COVID-free world , and an economy that fires on all cylinders, now seem possible again, a fact not lost on investors who stayed the course in 2020. Read the latest on investing in vaccine companies, the current economic outlook and important steps on how to gift to minors in this issue of FORESIGHT.
READ MORE 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?
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