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Quarterly Market Review: January - March 2019 - Following a tumultuous close to 2018, stocks enjoyed a robust January. Positive feedback from ongoing negotiations from the United States and China, coupled with strong job growth, low inflation, and stable interest rates, helped fuel investor confidence that pushed the major benchmark indexes to levels not seen in 30 years - despite a partial government work stoppage. Each of the indexes listed here posted notable gains, led by the small-cap Russell 2000, followed by the Nasdaq, S&P 500, Global Dow, and the Dow.
Annual Market Review 2018 - Trade wars, midterm elections, and market volatility highlighted 2018 for investors. In an attempt to reduce the trade deficit, President Trump amended the trade agreement with South Korea, imposed tariffs on steel and aluminum, and renegotiated the North American Free Trade Agreement (now called the United States-Mexico-Canada Agreement). But the trade war with China has been the most compelling and impactful, not only to the countries directly involved, but to much of the global economy.
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Investment & Trust Articles
|Debt Ceiling: A Stop Sign for Federal Borrowing - The Bipartisan Budget Act of 2015 suspended the federal government's statutory debt limit — commonly called the debt ceiling — through March 15, 2017.|
|Holding Equities for the Long Term: Time Vs Timing - Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years.|
|Handling Market Volatility - Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake.|
|11 Ways to Stay Sane in a Crazy Market - Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility.|
|How To Be a Better Investor - Watch this video for simple tips and guidance from reviewing your portfolio regularly, to making sure it is diversified.|
|Serving As Financial Caregiver - More people are playing the role of financial caregiver. Read this article to learn steps to prepare yourself.|
|Financial Planning: Seeing the Big Picture - A comprehensive financial plan serves as a framework for organizing the pieces of your financial picture. It helps you better focus on your goals and what it will take to reach them.|
|"Estate Planning" Doesn't Require a lot of Money - Planning for the handling of our assets as we age isn't something we like to think about, but it is an important process. Individuals do not complete estate plans for themselves; they do it for their loved-ones.|
Trust Online Quick Reference Guide - Access your Trust Accounts when it’s convenient for you. A two-step login process and password provide secure access to your information from any computer or device.