Hot Topics

  • 2019 Mar 11

    A Retirement Income Roadmap for Women

    More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or … Read More

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    2019 Mar 04

    Market Month: February 2019

    The Markets (as of market close February 28, 2019) Each of the benchmark indexes listed here posted positive monthly gains, led by the Russell 2000, which lapped the field after gaining over 5.0% for the month. The … Read More

  • 2019 Feb 14

    Trustbank’s Wine & Chocolate - Camelback

    The TrustBank Camelback office hosted its monthly “WINE AND CHOCOLATE!” gathering that never disappoints. Guests from around the city make their way to TrustBank to engage with management, wealth strategists … Read More

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    2019 Feb 06

    Market Month: January 2019

    The Markets (as of market close January 31, 2019) Investors celebrated a month in which several indexes posted their best January performance in three decades. A strong labor market, low inflation, and a more "patient" … Read More

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    2019 Jan 04

    Annual Market Review 2018

    Overview Trade wars, midterm elections, and market volatility highlighted 2018 for investors. In an attempt to reduce the trade deficit, President Trump pushed to rewrite trade agreements with several long-time trade partners of the … Read More

  • 2018 Dec 16

    John Chichester earns the CEPA® designation!

    TrustBank is proud to announce that John Chichester, Senior Wealth Strategist recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Institute’s intensive 4-day executive MBA-style program. John joins … Read More

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    2018 Dec 04

    Market Month: November 2018

    The Markets (as of market close November 30, 2018) November proved to be a very volatile month for stocks. By the third week of the month, the benchmark indexes listed here had given back just … Read More

  • 2018 Nov 15

    Industry Partners Sip and Savor at TrustBank

    TrustBank hosted the first Wine & Chocolate at the Camelback location.  In attendance included attorneys, CPAs, insurance professionals, and other trusted specialists that collaborate to offer TrustBank clients unique, focused solutions. … Read More

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    2018 Nov 05

    Market Month: October 2018

    The Markets (as of market close October 31, 2018) October truly was a scary month as stocks closed the month well below their end-of-September values. The tech-heavy Nasdaq lost over 9.0% by the end of October, … Read More

  • 2018 Oct 12

    Meet Pam Flori, Senior Trust Associate

    Join us in welcoming Pam Flori, Senior Trust Associate to our boutique of trust and wealth management professionals.  With 25 years of bank and trust experience, she is already an incredible asset … Read More

  • 2018 Oct 09

    TrustBank Top-Of Mind At Topgolf!

    TrustBank hosted Arizona accounting, insurance, legal and estate planners and the Executive Director of the Financial Planners Association of Greater Phoenix, in an experience at Topgolf for an informational reception and … Read More

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    2018 Oct 09

    Market Summary: Q3 2018

    The Markets (as of market close September 28, 2018) The third quarter proved to be very strong for domestic stocks. July saw the major benchmark indexes listed here enjoy robust gains, led by the large … Read More

  • 2018 Sep 26

    Trust Basics

    Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power … Read More

  • 2018 Sep 26

    Welcomed in Style!

    Thank you to everyone who joined us in welcoming Lisa Sullivan, Vice President and Senior Trust Officer to our Boutique Super Wealth Management team!  Hosted at our Camelback office, we were … Read More

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    2018 Sep 07

    Market Summary: August 2018

    The Markets (as of market close August 31, 2018) Stocks enjoyed a record-setting month in August as several of the benchmark indexes reached new all-time highs during the month. Of the benchmark indexes listed here, … Read More

  • 2018 Aug 30

    Meet TrustBank’s New Team Member

    TrustBank is pleased to welcome Lisa Sullivan, Vice President and Senior Trust Officer to our team of partners.  Lisa brings with her 20 years of expertise in Trust Administration and Operations, most recently … Read More


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