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A well-designed estate plan works best when all its components are coordinated. In Part Three, Philip Hotchkiss, CFP®, CTFA, Senior Vice President and Chief Wealth Strategist, explains why... Read More
Philip Hotchkiss, CFP®, CTFA, Senior Vice President and Chief Wealth Strategist, discusses how significant life changes including incapacity, remarriage, blended families and beneficiaries... Read More
Philip Hotchkiss, CFP®, CTFA, Senior Vice President and Chief Wealth Strategist, explains why naming a beneficiary may not be the complete plan and why retirement assets should be considered... Read More
Matt Pierce, Vice President and Senior Portfolio Manager, shares insights from our September Chart of the Month, examining how changing interest rates... Read More
The 2026-2027 FAFSA opens October 1. In this video, we review what families should know before filing, including FSA IDs, the... Read More
Jordan Blevins, Vice President and Senior Portfolio Manager, shares insights from our August Chart of the Month, exploring the history of market pullbacks, corrections and bear markets and why a long-term perspective matters.... Read More
Matt Pierce, Vice President and Senior Portfolio Manager, shares insights from our July Chart of the Month, highlighting how business investment in artificial intelligence helped drive U.S. economic growth during the first quarter of 2026 and what it may signal for the economy going forward.... Read More
Jordan Blevins, Vice President and Senior Portfolio Manager, shares insights from our June Chart of the Month, highlighting how earnings growth is broadening beyond the Magnificent 7 and what it may signal for the overall market.... Read More
Matt Pierce, Vice President and Senior Portfolio Manager, shared insights from our May Chart of the Month, exploring the comparisons between today's artificial intelligence investment cycle and the Dot-com era, and highlighting key differences in profitability, infrastructure, and valuations.... Read More
Jordan Blevins, Vice President and Senior Portfolio Manager, shares insights from our April Chart of the Month, highlighting the drivers of earnings growth and the role strong profit margins continue to play in supporting market performance.... Read More
Matt Pierce, Vice President and Senior Portfolio Manager, shares insights from our March Chart of the Month, exploring whether international equities... Read More
Jordan Blevins, Vice President and Senior Portfolio Manager, shares insights from our February Chart of the Month on interest rates, inflation, and what may come next. Watch the video to learn more.... Read More
Matt Pierce, Vice President and Senior Portfolio Manager, shares insights from our January Chart of the Month, highlighting why corporate earnings remain the foundation of long-term market returns. Watch the video to learn more.... Read More
Jordan Blevins, Vice President and Senior Portfolio Manager at TrustBank Wealth Management walks through our December Chart of the Month, focusing on economic growth trends and the consumer-driven forces shaping today’s economy.... Read More
Matt Pierce, Vice President and Senior Portfolio Manager at TrustBank Wealth Management, analyzes recent labor market data, including significant revisions to job growth, and discusses the potential implications for the economy and markets.... Read More
Jordan Blevins, Vice President and Senior Portfolio Manager at TrustBank Wealth Management, reviews the latest earnings trends and shares insights on how disciplined investing can help you navigate opportunities and risks.... Read More
Inflation has declined from its multi-decade high in 2022 due in large part to a decline in the money supply in the economy after historic increases during the COVID-19 pandemic.... Read More
International stocks lead global equity markets in 2025 as a weakening U.S. dollar amplifies returns for U.S. based investors.... Read More
This month’s Chart of the Month focuses on one key data point we continually monitor: U.S. economic growth, measured by GDP (Gross Domestic Product).... Read More
The past month has been a wild ride for investors. Since the new administration’s so-called “Liberation Day” on April 2—marked by... Read More
