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Q2 - 2022 Wealth Management Update

Jul 26, 2022

Investing for your retirement isn’t about getting rich quickly, but rather part of a long-term game plan. This issue of Wealth Management Updates provides insight of what the Markets are doing, what…

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Q1 - 2022 Wealth Management Update

Apr 28, 2022

WEALTH MANAGEMENT - WHAT DOES IT MEAN? Wealth Management is a term used to describe an integrated approach to understand, plan, and implement a…

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Q4-2021 Wealth Management Update

By The Trust Company on Jan 14, 2022

2021 FOURTH QUARTER MARKET REVIEW By Toby Marks, MSIE, Vice President, Chief Systems Officer & Portfolio Manager Markets traded to record highs during…

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Digital Assets

Dec 14, 2021

Caring for ALL Your Assets At The Trust Company, we’re often asked, “What is it, exactly, that you do?” In simple terms, we help people manage their assets. We do financial planning, manage…

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Financial Planning for Military Families

By Shelley Carver on Nov 09, 2021

Being a military spouse is like learning a foreign language. You learn to navigate a world full of acronyms and complexities unique to the job. Learning how to translate these into civilian life can…

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Should You Consider Refinancing Your Home?

By Samantha Varacalli on Nov 02, 2021

Reasons for Refinancing Thinking about refinancing your home? Or maybe you don’t even know if that is something you should consider. In this article, we will discuss a few reasons why refinancing…

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Q-3 2021 Company News

By The Trust Company on Oct 12, 2021

Welcome, New Staff! SUMMON MAHMOOD, J.D. Assoc. Trust Officer & Wealth Advisor, Manhattan Summon received her Juris Doctor from Oklahoma City University…

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Do You Need to Review Your Medicare Part D Options?

By Mackenzie Blakeslee on Oct 12, 2021

By Mackenzie Blakeslee, MS, CFP® Associate Director of Financial Planning & Associate Trust Officer The end of each calendar year brings with it lots of holidays, year-end tax planning, and many…

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Q3-2021 Wealth Management Update

By Michael Carlisle on Oct 12, 2021

2021 Third Quarter Market Review By Michael Carlisle, Vice President & Investment Committee Chair As the third quarter ends, we invoke the Bard’s famous question as it relates to inflation in…

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Q2-2021 Company News

By The Trust Company on Jul 09, 2021

What a busy first half of 2021 we have had! Meet some of the newer faces who have joined the Trust Company family in the last few months. Story Portlynn was born to Tennille & Michael Lester on…

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