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Market Comments: 4Q2024

At its final 2024 meeting in December, the Federal Reserve lowered the federal funds target…

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Market Comments: 3Q2024

The Federal Reserve voted to lower interest rates by a half-percentage point at its September…

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What is a 401(k) rollover and how does it impact my financial future?

A 401(k) rollover is the process of transferring funds from one retirement account to another…

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Couple discussing retirement options at dining table.
The 5 myths of retirement planning

  Myth: Your expenses will decrease. Reality: While it’s true that some expenses may decrease…

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Market Comments: Q12023

Hopes of a significant reprieve from the uncertain economic and financial market conditions of last…

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Passing the torch: Why estate planning matters for your legacy

Estate planning is the process of arranging your affairs in a way that ensures your…

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What is a trust and is it right for me?

What is a trust? A trust is a legal entity that is created for the…

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Investing for the Long-Term: The Path to Building Sustainable Wealth

In today’s fast-paced world, we’re conditioned to expect instant gratification in all areas of our…

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Market Comments: Q42022

From the desk of Brad Zellar, Vice President & Trust Officer Happy New Year! I…

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Investment 101

If you’re unfamiliar with the investment world, it can be daunting to jump in. The…

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The top 5 reasons to start or change your business retirement plan

There is no one reason why business owners decide to start a retirement plan or…

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Let’s clarify some common misconceptions about the gift tax

While estate planning, questions often arise about making monetary gifts to others. Some questions we…

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