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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

  • 2018 Aug 13

    Thought Leadership In Action

    TrustBank Senior Wealth Strategist John Chichester Featured on12 News! Learning how to save for retirement seems daunting in your 20s!  … Read More

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    2018 Aug 03

    Market Summary: July 2018

    The Markets (as of market close July 31, 2018) Favorable economic indicators and encouraging corporate earnings reports helped propel stocks forward in July. Market growth has come despite trade wars between the United States and … Read More

  • 2018 Jul 26

    Vote For TrustBank!

    It’s that time of year again!  AZ Big Media is looking for the best banks in Arizona, we would love to have your vote!     You can show … Read More

  • 2018 May 29

    Asset Protection in Estate Planning

    You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep … Read More

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    2018 May 01

    Monthly Review

    Market Month: April 2018 The Markets (as of market close April 30, 2018) April was marked by the impending tariff war between the United States and China. Tensions between the world's two … Read More

  • 2018 Mar 28

    Wine, Chocolate, & Fed Chairman for a Day

    We think a discussion of what it might feel like to be Fed Chairman for a day pairs well with wine & chocolate.   On March 6, 2018, Chief Wealth Strategist, Phillip Hotchkiss discussed … Read More