TrustBank: Building Prosperity For More Than A Century
We specialize in creating integrated solutions that consider your entire situation - where you are today, and where you are heading. Whether you are developing a personal wealth strategy, growing a business, or planning for your family's future, our goal is to help you achieve your goals.
You and your finances deserve expert advocates who know you and understand you and your dreams. Business owners, professionals and individuals will find knowledgeable advisors at TrustBank. For more than a century, expertise and personalized service have been the hallmarks of our business. They still are and always will be.
Matt Pierce, Vice President and Senior Portfolio Manager, shares insights from our September Chart of the Month, examining how changing interest rates can affect the expected one-year returns of cash and U.S. Treasury securities as well as the trade-off between income and stability today and potential total return over time.
Beneficiary designations can determine who receives assets held in retirement accounts, annuities, and life insurance policies. In this video, we explain why it is important to name primary and contingent beneficiaries, keep the appropriate paperwork on file, and review your designations as life circumstances change.