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Market Updates
Market Month: July 2017 - The last day of July saw each of the indexes listed here post gains over their June closing values. Despite slumping tech stocks at the end of the month, the Nasdaq led the benchmarks for the month, closely followed by the Global Dow, as each index gained over 3.0%.

Quarterly Month Review: April - June 2017 - The second quarter proved to be a bit bumpy for equities, but each of the benchmarks listed here closed the quarter ahead of their first-quarter closing values. April saw equities close the month ahead of March, buoyed by favorable corporate earnings reports, proposed tax cuts, and strong foreign economic advances.

Annual Market Review 2016 - The year 2016 likely will be remembered for the election of Donald Trump as the 45th president of the United States and the Brexit vote. This year also saw the Fed raise interest rates for the first time since last December. 

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Rising Rates: The Fed Takes Next Step Toward Normal


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2016 Trustees Reports - Social Security and Medicare Update

 

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Investment & Trust Articles

A sign that says national debt ceiling. 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.
A person is depositing money into a piggy bank. 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.
A short video that shows tips and tricks for becoming a better investor. 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.
A daughter and her older mother hugging and smiling. Serving As Financial Caregiver - More people are playing the role of financial caregiver. Read this article to learn steps to prepare yourself.
A couple meeting with a business woman. 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.
retirement means spending more time with your grandkids, whats your retirement vision "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.

Other Resources

Tax Planning Guide for 2017 - Learn valuable information for individuals and businesses regarding tax updates. Includes important changes, read more... Tax Planning Guide for 2017 - Learn valuable information for individuals and businesses regarding tax updates. Includes important changes

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.

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