Our offices will be closed July 3rd & 4th in observance of Independence Day.
At The Trust Company, we often say our work is about walking alongside clients through life’s biggest decisions. For me, one of the most important influences in how I approach that responsibility has…
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The Trust Company Investment Committee: (L to R) Grant Kohlmeier, Katie Seay, Michael Carlisle, Preston Schotte, Mark Knackendoffel, & Toby…
What is a credit report?A credit report is a detailed record of your credit history. Your credit report could be considered your “Financial Transcript.” Maintained by credit reporting agencies or…
By: Mark Knackendoffel, Founder & CEO and Michael Carlisle, Vice President & Investment Committee Chair THE…
As we observe President's Day, it offers a unique opportunity to reflect not only on the leadership and legacies of the United States' Commanders-in-Chief but also on the substantial impact…
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…
2023 Markets in ReviewBy: Mark Knackendoffel, Founder & CEO and Michael Carlisle, Vice President & Investment Committee Chair…
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…
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…
By Mark Knackendoffel, CEO It has now been more than a year since the Covid-19 pandemic began. I suspect most of us have spent the past twelve months longing to travel and enjoy a vacation…
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