Archive for May, 2020

Managing Your Assets in Turbulent Times

Have questions or concerns about your assets during this volatile market environment?  This brochure offers context for the current situation, with informed observations on how we may help you to respond to it.

Ask a trust officer: Required Minimum Distributions in 2020

DEAR TRUST OFFICER: I’m 74 and my wife turns 70 this year.  I’ve been taking required minimum distributions (RMDs) from my IRA, and she should begin hers this year.  However, we hate to sell our stocks at low prices.  Any suggestions?—COMFORTABLY RETIRED DEAR COMFORTABLY: If you have not yet taken your RMD for this year,…