Blog
Medicare Open Enrollment: Final Week!
By Kristen Buchman on November 29, 2018
The end of the year can bring more changes than just the weather! The Medicare Open Enrollment Period stretches from October 15th to December 7th, which is a prime opportunity to make changes to...
What to do After Filing the FAFSA
By Katie Seay on November 19, 2018
The priority deadline for the 2019-2020 Free Application for Federal Student Loans (FAFSA) is December 1st, 2018. Filing early makes your student more likely to receive grant money, which runs out...
Stocks Still Trending Up Despite Wild Ride
By Michal Emory on November 7, 2018
At Hollywood Studios, in Disney World, there is a ride called the Tower of Terror. It is based on The Twilight Zone. You enter an old, abandoned hotel and are guided through a variety of rooms. As...
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Diversifying When (Especially When) it is Hard
By Michal Emory on October 18, 2018
I love baseball. It was always my favorite sport growing up. Growing up in Houston, all I wanted was to play for the Houston Astros one day. I played shortstop, so I always had to be #10 just like...
Q3-2018 Market Update
By The Trust Company on October 18, 2018
THIRD QUARTER IN REVIEW The third quarter proved to be very strong for domestic stocks. Corporate earnings continued to soar on the heels of corporate tax cuts, consumer spending, and global growth...
Staff Updates in Manhattan
By The Trust Company on July 19, 2018
We recently bade farewell to our receptionist of more than six years, Chris Lohman. Her husband, Chad, was presented with a professional opportunity that led them to a new adventure in California....
The Princess Bride and Market Pundits
By Michal Emory on July 19, 2018
One of my wife’s all-time favorite movies is The Princess Bride. The movie is based on a farm girl named Buttercup who is chosen to marry Prince Humperdinck. Only she does not want to marry the...
Q2 2018 Investment Management Update
By Eli Sallman on July 19, 2018
SECOND QUARTER IN REVIEW The second quarter of the year can be called a lot of things, but boring isn’t one of them. The potential for a trade war between the United States and China heated up in...
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Average Rarely Happens, But Great Can Happen Often
By Michal Emory on April 18, 2018
Over the last 90 years the S&P 500 has averaged 9.37% annually including dividends. That sounds great but it is amazing how rarely the S&P 500 has been close to average. How rare? I am glad...
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Q1-2018 Investment Management Update
By Michal Emory on April 18, 2018
2018: FIRST QUARTER IN REVIEW Michal Emory, CFA, Vice President & Chief Investment Officer, and Eli Sallman, CIMA® , CFP®, Vice President & Investment Officer – Portfolio Manager The...
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