Blog
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 "...
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...
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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...
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Changing Our Behavior to Change Our Investment Results
By Michal Emory on January 12, 2018
I am going to say from the outset that this is not your typical “2018 Outlook” article. And that is because I believe that examining our behavior is more important than correctly guessing, I mean...
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10 Surprises for 2018
By Michal Emory on December 28, 2017
Let me say from the outset that I will not get close to getting all ten of these surprises right. If I were to get all ten correct then I am probably not going very far out on a limb. The purpose is...
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Q3-2017 Company Updates
By The Trust Company on October 13, 2017
Eli Sallman, CIMA®, CFP®, AVP & Investment Officer - Portfolio Manager, Earns Coveted Certification Eli Sallman recently obtained the Certified Investment Management Analyst® certification from...
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Why we are not in the second longest bull market ever (and why it doesn't matter)
By Michal Emory on October 13, 2017
One question that I get quite often is some variation of, “Should I be nervous about the stock market since we are in the second longest bull market ever?” It is also something that is talked about...
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Q3-2017 Investment Management Update
By The Trust Company on October 13, 2017
THIRD QUARTER IN REVIEW Overview– as of market close September 29, 2017 Equities held their own in August, despite hurricanes that devastated several southern states and Puerto Rico, causing...
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Client Alert: Equifax Breach
By The Trust Company on September 13, 2017
In response to the recent Equifax data breach, we would like to ensure that all of you, as our clients, are informed and protected. On July 29, 2017 Equifax (one of the three U.S. credit bureaus)...
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Young Adults Living at Home: What the Census Bureau Says
By The Trust Company on July 25, 2017
If you're the parent of a young adult who is still living at home, you might be wondering whether this situation is commonplace. According to a recent U.S. Census Bureau study, it is: One in three...
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