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Choosing the Right Trust For You

February 26, 2020

When it comes to a long-term plan for investing your money, a trust can be a very useful tool. By […]

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Looking Towards Tax Season: Charitable Deductions

February 25, 2020

Jim Montague, Senior Trust Officer The US Tax Code is so long that no one’s sure just how long it […]

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Week in Review 2.24.2020

February 24, 2020

Week in Review Week Ending: Friday, February 21, 2020 Recap & Commentary U.S. equity markets ended the week lower as […]

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Q1 2020 Financial Markets Update

February 19, 2020

The new decade is set to offer both opportunity as well as challenge, and we welcome you to listen in […]

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Week In Review 2.18.2020

February 18, 2020

Week in Review Week Ending: 2/14/2020 Recap & Commentary U.S. equity markets ended the week higher again as the S&P, […]

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Choosing an Investment Strategy That Works For You

February 12, 2020

Making enough money to live comfortably, take a few vacations a year, and own a second home is an admirable […]

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Week in Review 2.7.2020

February 10, 2020

Week in Review Week Ending: Friday, February 7, 2020 Recap & Commentary U.S. equity markets ended the week higher despite […]

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Choosing the Right CD for Your Financial Goals

February 6, 2020

A CD (certificate of deposit) is a set-it-and-forget-it kind of financial vehicle. Interest rates are modest, there’s virtually no risk, […]

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Should You Become an Angel Investor?

February 4, 2020

As you accumulate wealth, the question of what to do with your money starts to loom large in your head. […]

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Week in Review 1.31.2020

February 3, 2020

Week in Review Week Ending: Friday, January 31, 2020 Recap & Commentary U.S. equity markets suffered their largest weekly decline […]