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2020 Financial Markets Update

Blog

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Elections, Pandemics, and Recessions: Investing in Volatile Times

March 4, 2020

We live in an unpredictable world, especially for investors. In the last few years alone, we’ve seen some unprecedented short-term […]

2020 Financial Markets Update

Week in Review 2.28.2020

March 2, 2020

Week in Review Week Ending: Friday, February 28, 2020 Recap & Commentary U.S. equity markets ended the week lower with […]

2020 Financial Markets Update

State of The Markets – February 24

February 28, 2020

Global equity markets closed lower today on increased concerns about the spread of Covid-19/Coronavirus. For the day, the S&P 500 […]

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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 […]

2020 Financial Markets Update

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 […]

2020 Financial Markets Update

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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Why You Need a Tax Bypass Trust

February 19, 2020

We like to tell our clients that when you die, your money goes one of three places: to your descendants, […]

2020 Financial Markets Update

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 […]