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May 2017 Investment Update

Market returns were generally positive in May, with strong corporate earnings backdrop and a strengthening economic outlook. Mid‐May political tensions led to a 46% spike in the CBOE Volatility Index.

Ask a Trust Officer: Tapping Retirement to Pay for College

Dear Trust Officer: Should I withdraw or borrow from my 401(k) plan to help pay for my child’s college expenses? See the response here.

Private Banking: Meet Jena Palmer

My passion for working was instilled within me at a young age. I set up lemonade stands every weekend to refresh the neighbors in the summer heat. I was a diligent Girl Scout cookie seller and I...

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...

Traits of the Healthy & Wealthy

Living a long and healthy life is, generally, a much-desired outcome for those saving for retirement. Many believe that wealth can buy you health. So which came first, the chicken or the egg?

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...

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.

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