Blog

  • Michal Emory

    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...

    Read more

  • 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...

    Read more

  • 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....

    Read more

  • Princess Bride and Pundits

    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...

    Read more

  • 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...

    Read more

  • Michal Emory

    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...

    Read more

  • Michal Emory

    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...

    Read more

  • Michal Emory

    Keeping Your Head in the Storm

    By Michal Emory on February 9, 2018

    The financial media has been their usual panicked self now that volatility has returned. We have been talking about a market correction since last summer and it is finally here. If you recall in my "...

    Read more

  • Q4-2017 Company Updates

    By The Trust Company on January 12, 2018

    Chelsy Parsons Earns CFP® Certification Chelsy Parsons, Account Administrator on Katie Seay’s team in Manhattan,  has been authorized by the Certified Financial Planner Board of Standards (CFP Board...

    Read more

  • Michal Emory

    2017 Annual Market Review

    By Michal Emory on January 12, 2018

    Overview The year 2017 was eventful, to say the least. President Trump and Congress tried, without success, to repeal the Affordable Care Act, known as Obamacare. However, the new year-end tax...

    Read more