Blog
Staff Focus: Meet Preston Schotte
By The Trust Company on February 9, 2020
Before joining The Trust Company, Preston Schotte visited with the Manhattan staff to get to know our people and culture. Someone jokingly suggested that it is standard protocol for new employees on...
2019 YEAR-END MARKET UPDATE
By The Trust Company on February 9, 2020
2019 Year-End Review By Toby Marks, Vice President, Chief Systems Officer & Portfolio Manager 2019 was a strong year for markets in general characterized by US equity markets leading the way. ...
QUARTERLY MARKET REVIEW: JULY – SEPTEMBER 2019
By The Trust Company on October 25, 2019
ECONOMIC & MARKET PERSPECTIVES Michael Carlisle, Vice President & Investment Committee Chair As autumn rapidly falls upon us, numerous reasons for cautious optimism exist from both...
Medicare Open Enrollment
By Katie Seay on October 23, 2019
What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each...
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Company News: Q2-2019
By The Trust Company on July 26, 2019
Welcome Mackenzie Blakeslee! We are delighted to announce the hiring of Mackenzie Blakeslee for the position of Paraplanner in our Manhattan office. Mackenzie holds a B.S. in Family Studies and...
QUARTERLY MARKET REVIEW: APRIL – JUNE 2019
By Mark Knackendoffel on July 26, 2019
The 2nd Quarter was quite volatile for stocks. The S&P 500 rose 3.9% in April, dropped 6.5% in May, and then rose 7% in June, which resulted in a solid total return of 3.8% for the 2nd Quarter....
Maximizing Charitable Gifts
By Lucy Williams on June 13, 2019
When we think of charitable giving, it usually means writing a check to a charity, taking whatever tax deduction is allowed, and feeling the joy of donating to a good cause. But did you know that for...
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Readers Choice 2019
By The Trust Company on May 15, 2019
Once again, we thank Manhattan Mercury readers for selecting The Trust Company as the number one investment company in Manhattan. We are truly honored to receive your endorsement. For the benefit of...
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Q1-2019 Wealth Management Update
By Mark Knackendoffel on April 25, 2019
Getting Back to our Roots at The Trust Company By Mark Knackendoffel, CEO Equity-oriented portfolios suffered a devastating decline in the 4th Qtr of 2018. While the stock market was down, we were...
Unclaimed Property Searches Can Pay Off
By Kristen Buchman on February 21, 2019
Every month our firm completes an unclaimed property search for our clients. It’s always gratifying to hear from our clients after they’ve received our notification that an extra $100 is out there...
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