Q2 2025 Market Update Jul 17, 2025 By: Toby Marks, Senior Vice President, Chief Investment Officer & Portfolio ManagerBy: Michael Carlisle, Vice President, Trust Officer & Investment Committee Chair Market Performance… Read more Wealth Management Spotlight: One Big Beautiful Bill Act | What You Need to Know By Mackenzie Blakeslee on Jul 17, 2025 Since President Trump took office in January, there has been a lot of discussion about tax laws and what might change with the sunset of the TCJA of 2017 at the end of this year. On July 4th, the One… Read more Lessons From My Dad: A Father's Day Reflection By Ellen Knackendoffel on Jun 13, 2025 At The Trust Company, we often say our work is about walking alongside clients through life’s biggest decisions. For me, one of the most important influences in how I approach that responsibility has… Read more Second Quarter Market Update Aug 01, 2024 The Trust Company Investment Committee: (L to R) Grant Kohlmeier, Katie Seay, Michael Carlisle, Preston Schotte, Mark Knackendoffel, & Toby… Read more Wealth Management Spotlight: Keeping an Eye on Your Credit - Why is it Important? May 14, 2024 What is a credit report?A credit report is a detailed record of your credit history. Your credit report could be considered your “Financial Transcript.” Maintained by credit reporting agencies or… Read more Q1 2024 Market Update May 14, 2024 By: Mark Knackendoffel, Founder & CEO and Michael Carlisle, Vice President & Investment Committee Chair THE… Read more Securing Your Financial Future: Presidential Policies and Their Impact on Retirement Planning Feb 19, 2024 As we observe President's Day, it offers a unique opportunity to reflect not only on the leadership and legacies of the United States' Commanders-in-Chief but also on the substantial impact… Read more Love and Ledgers: How Couples Can Harmonize Their Financial Future Feb 13, 2024 In the dance of life, love and finances are often intertwined in a delicate balance. As Wealth Advisors and Certified Financial Planners, we've seen firsthand how managing finances can either… Read more Q4 2023 Market Update Jan 24, 2024 2023 Markets in ReviewBy: Mark Knackendoffel, Founder & CEO and Michael Carlisle, Vice President & Investment Committee Chair… Read more Katie Seay Promoted to President & Director of Wealth Management Jan 15, 2024 The Trust Company is proud to announce the promotion of Katie Seay, CFP®, CTFA, CRC® to serve as President and Director of Wealth Management effective January 1, 2024. Mark Knackendoffel, J.D.,… Read more Pagination Current page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Next page ›› Last page Last »
