Q1 2023 - Company News Apr 20, 2023 WELCOME OUR NEW STAFF! SANDRA STUDLEY Account Administrator & Receptionist Sandra joined the Lawrence office in 2023 as a part-time receptionist and… Read more Wealth Management Spotlight: Roth IRA Conversions - What are they and who can benefit from them? Apr 20, 2023 Roth IRA Conversions might be good for those who are in a position where the taxes they are paying currently are lower than the total amount of taxes that would be paid on traditional IRA withdrawals… Read more Q1 2023 Market Update Apr 19, 2023 The Markets Have Resembled March Madness! By: Mark Knackendoffel, President & CEO and Michael Carlisle, Vice President & Investment Committee Chair… Read more WEALTH MANAGEMENT SPOTLIGHT: ESTATE PLANNING BASICS Feb 09, 2023 WEALTH MANAGEMENT SPOTLIGHT: ESTATE PLANNING BASICS We are all planning to live to be at least 100, right? Regardless of your genetics or your… Read more Q4-2022 Market Update Feb 09, 2023 FOURTH QUARTER MARKET UPDATE LOOKING BACK...AND LOOKING FORWARD! By Mark Knackendoffel, President & CEO & Michael Carlisle, Vice President & Investment Committee Chair… Read more Should You Consider Refinancing Your Home? By The Trust Company 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… Read more 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… Read more 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… Read more Q2-2021 Investment & Wealth Management Update By Michael Carlisle on Jul 09, 2021 Second Quarter Market Review By Michael Carlisle, Vice President & Investment Committee Chair As we come to the end of Q2 the calendar reminds us that mid-year has arrived and the outlook for… Read more Financial & Life Lessons from my Dad Jun 18, 2021 By Kale Terrill, Associate Trust Officer & Wealth Advisor From a very early age, my father stressed the importance of financial prudence and stability. Whenever we went to a store, there was… Read more Pagination First page « First Previous page ‹‹ Page 1 Current page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Next page ›› Last page Last »
