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Ask a Trust Officer: IRA Rollovers

Dear Trust Officer: When I retire in about a year, I’m expecting a six-figure distribution from my employer’s 401(k) plan. My retirement turns on what I do with this money...See the response here.

March 2017 Investment Update

Economic data continues to suggest a solid expansionary backdrop. Most economists are projecting a respectable 2.0%-2.5% GDP growth for the second quarter.

Investment Overview: 1st Quarter 2017

The biggest story: Donald Trump's election. The US economy has already shown signs of life, with the final reading of third quarter GDP checked in at 3.5%, showing the fastest growth in two years...

February 2017 Investment Update

U.S. markets moved markedly higher in February, with all three major indices recording gains of more than 5% since the beginning of the year...

Financial Management for Single Seniors

Most retirees will be single for some period of time, and most of those singles will be women. Throughout the life cycle, financial planning for singles differs from planning for couples...

Private Banking Team: Meet Amy Brown

Amy Brown is an invaluable member of the Private Banking team, building relationships and serving as your single point of contact for all your financial needs.

January 2017 Investment Update

Fourth quarter 2016 GDP fell to 1.9% compared to the 3.5% growth rate experienced in the 3rd quarter, due to export weakness, while consumer spending and private investments contributed positively.

We All Make Mistakes

As we get older, our financial priorities tend to evolve and change. People in their 20s have different priorities for budgeting their money as opposed to someone in their 40s, and so on.

New Rules for a New Year

The month of December seems to show that the consumer side of the economy remains in relatively good shape while the industrial side showed signs of improvement. Let's take a closer look.

December 2016 Investment Update

The month of December seems to show that the consumer side of the economy remains in relatively good shape while the industrial side showed signs of improvement. Let's take a closer look.

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