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 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 UPDATELOOKING 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 Q3-2021 Wealth Management Update By Michael Carlisle on Oct 12, 2021 2021 Third Quarter Market ReviewBy Michael Carlisle, Vice President &Investment Committee ChairAs the third quarter ends, we invoke the Bard’s famous question as it relates to inflation in the US… 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 »
