We’re pleased to announce that Julianne Naff, Senior Vice President, Client Administration and Regional Manager West, has been recognized among the Top 40 Under 40 from The Roanoker magazine. Selected from a record number of submissions, Julianne stood out for her outstanding professional achievements, leadership skills and a high level of community involvement. We are…

Markets took a step back in the third quarter as stocks (as measured by the S&P 500 SPDR ETF – SPY) lost 3.2%. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) also lost 3.2%, and a 60% stock/40% bond portfolio lost 3.2%. (Yes, you read that correctly – stocks…

The positive momentum continued in the second quarter as stocks (as measured by the S&P 500 SPDR ETF – SPY) gained 8.7%. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) lost 0.9%, and a 60% stock/40% bond portfolio returned 4.8%.  Year-to-date (YTD), stocks returned 16.8%, bonds 2.3% and a…

Financial markets had a positive but choppy start to 2023 as stocks (as measured by the S&P 500 SPDR ETF – SPY) gained 7.5% in the first quarter. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) returned 3.2%, and a 60% stock/40% bond portfolio returned 5.8%.  Over the past 12…

Financial markets finished a rough year on a strong note as stocks (as measured by the S&P 500 SPDR ETF – SPY) gained 7.6% in the fourth quarter. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) returned 1.6%, and a 60% stock/40% bond portfolio returned 5.2%. For the year, stocks declined…

Financial markets continued their downward trend in the third quarter as stocks (as measured by the S&P 500 SPDR ETF – SPY) lost 4.9%. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) fared a tiny bit better, posting a -4.7% total return, and a 60% stock/40% bond portfolio lost 4.8%. …

Financial markets continued their downward trend in the second quarter as stocks (as measured by the S&P 500 SPDR ETF – SPY) lost 16.1%. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) fared a bit better, posting a -4.6% total return, and a 60% stock/40% bond portfolio lost 11.5%. …

A Powerful Tool To Help Clients Plan For Retirement For a comfortable retirement you should be able to pay your basic living expenses without worrying about running out of money. For a truly satisfying retirement lifestyle you would also include sufficient money to pay for other purchases and activities that go beyond your basic needs. TCV…

Dear Trust Officer: Last year I bought ten Ethereum coins for $2,000 each.  I was planning to trade them for an NFT (a non-fungible token), an art investment that has become popular lately.  My coins are now worth about $3,500 each, and I’ve found the NFT that I want.  Do I have to worry about…

2022 got off to a rocky start as stocks (as measured by the S&P 500 SPDR ETF – SPY) lost 4.6% in the first quarter. Surprisingly (or perhaps not surprisingly) the U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) was down 5.9%, and a 60% stock/40% bond portfolio lost 5.1%.  Over…