Two big areas of uncertainty continue to hang over U.S. equity markets and are now joined by a third. While trade policy and Federal Reserve interest rate policy remain among the largest concerns for markets, the approaching midterm elections and associated political uncertainty have started to gain investors’ attention…

Fears of tariffs continued to dominate headlines even as U.S. equity markets turned positive in the quarter and year-to-date. All market capitalizations were positive, with small caps leading the way returning 7.8% in the second quarter and 7.7% so far in 2018. Large caps also gained, with the S&P 500 rising 3.4% for the quarter…

Normalcy finally returned to equity markets in the first quarter, ending nearly two years of calm and leaving investors feeling unsettled. January started much the same as 2017 ended, with equity markets advancing relentlessly and extending the historic period of low market volatility and length of time without a double-digit decline…

In this issue: 401k Rollover: Considering Your Options Dear Madame Francesca… Tell me some things about the new tax law that I don’t know from the incessant repetitive chatter. Signed, Fit To Burst  The Trust Company of Virginia expands into Tennessee TCV App: Introducing a new, convenient option for viewing your accounts.  

Your reference guide to 2018 Tax Rates, College Savings Incentives, IRA and 401(k) Contributions, Affordable Care Act Taxes, ABLE Accounts, and Social Security Benefits.            

Comments from our Investment Group   The U.S. stock market, at this writing is down 8% from its recent high. As we have discussed in the past, it is not unusual for a Bull Market to have a 5% to 10% correction every few quarters. The surprise is the rapidity of the decline. It has…

The calendar turns over to 2018 leaving behind one of the least volatile years for equity markets in history. The S&P 500 returned 21.8% in 2017, finishing the fourth quarter up 6.6%, with a intra-year dip of only 3%…

The U.S. Department of Labor’s (DOL) new Fiduciary Rule is intended to address conflicts of interest that permeate the financial industry.  Although many of our peers have had to alter their business practices to comply with the rule, nothing will change here at The Trust Company of Virginia.  Find out what the new rule intends…

Nearing the end of the year creates a natural inclination to reflect on where the markets have been, where they are, and where they may be in the future. In the third quarter the song remained very much the same as previous quarters…

Despite headwinds of rising interest rates, a decreasing likelihood of fiscal stimulus and high valuations, U.S. equity markets keep climbing…