The Markets (as of market close October 31, 2019) Investors continued to buy stocks, pushing values higher in October. Each of the benchmark indexes listed here posted solid monthly gains despite signs that the economy … Read More
Click here to view the December 2019 Building Prosperity Newsletter from Sandra Hudson, Trust and Wealth Management CEO, President TrustBank Arizona. … Read More
Please join us in welcoming Jay Nova, CFA, Vice President and Portfolio Manager to the TrustBank team of partners! Jay brings a vast array of experience, not to mention his New … Read More
Click here to view the November 2019 Building Prosperity Newsletter from Sandra Hudson, Trust and Wealth Management CEO, President TrustBank Arizona. … Read More
Life insurance has come a long way since the days when it was known as burial insurance and used mainly to pay for funeral expenses. Today, life insurance is a crucial part of … Read More
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions. The 2010 Tax Act provided that in 2011 and 2012, the gift … Read More
There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney Advance medical directives Will Letter of instruction Living trust The last document, a … Read More
What is estate planning? Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing … Read More
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 … Read More
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a … Read More
The Markets (third quarter through September 30, 2019) The third quarter was full of ups and downs for stocks, much like the second quarter. Stock values moved in response to the rhetoric from the participants … Read More
Click here to view the October 2019 Building Prosperity Newsletter from Sandra Hudson, Trust and Wealth Management CEO, President TrustBank Arizona. … Read More
The Wealth Management team at TrustBank is committed to actively monitoring the markets and how they affect your individual portfolios. Given the recent market volatility, we felt it was a good time to … Read More
The Markets (as of market close August 30, 2019) Despite a closing push, August closed on a weak note for stocks, ending a tumultuous month marked by high volatility. Investors moved away from stocks, fearing … Read More
September is Life Insurance Awareness Month, and it is a great time to get out the policies, dust them off, and review them. Our need for life insurance can change quite quickly, but … Read More
Click here to view the September 2019 Building Prosperity Newsletter from Sandra Hudson, Trust and Wealth Management CEO, President TrustBank Arizona. … Read More
The Camelback office hosted another successful relationship building event for TrustBank’s valuable circle of Arizona professionals. Guests beat the heat with bank officials Phil Hotchkiss-Chief Wealth Strategist, John Chichester – Senior … Read More
Conflict in the Persian Gulf has spurred modest oil price volatility in recent weeks, but prices didn't spike to high levels seen during some past conflicts. That's partly because rising U … Read More
The Markets (as of market close July 31, 2019) Stocks ran hot and cold in July, influenced by worsening global economic conditions, ongoing trade negotiations with China, and lagging domestic business investment. While the Fed' … Read More
The IRS continues to encourage taxpayers to review the amount of tax they have withheld to avoid an unexpected tax surprise when they file their 2019 tax returns next year. Preliminary 2018 tax filing data … Read More
