Videos - Central Trust Company

The Central View Q3 2021

September 22, 2021
Investments, Videos

by Greg Berg, CFA, CAIA, MBA, Senior Vice President & Senior Portfolio Manager INVESTMENT OUTLOOK Global stock markets continued to appreciate during August, extending gains since March 2020, driven by low interest rates, the successful vaccine roll-out, and unprecedented stimulus. The…

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Can a Trust Protect Your Child’s Inheritance?

May 5, 2021
Estate Planning, Videos

A common estate plan might provide that upon your death, your assets will be distributed to your children. While that has the benefit of being simple, there can be risks.

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The Central View Q1 2021

April 23, 2021
Investments, Videos

Join our investment team for a look at our insights into the markets and the economy for the first quarter of 2021.

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Vaccines, Variants, and Vacations: The Future of Safe Travel

April 1, 2021
COVID-19, Uncategorized, Videos

The changes and disruptions incurred in 2020 are well known and documented. But there is a new optimism, as roughly 80% of travelers have established plans during the next six months.

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Talking to Children About Inheritance

March 22, 2021
Estate Planning, Videos

You’ve worked hard to accumulate an estate that you hope to pass onto your children, but have you talked to them about it?

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Uncertainty vs. Certainty of Death and Taxes

January 4, 2021
Charitable Giving, Financial Planning Library, Tax Planning, Videos

When uncertainty is all around, proactive steps you take help mitigate your personal financial risk and the uncertainties of life and the certainty of death and taxes.

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Do You Need a Second Opinion?

November 20, 2020
Investments, Videos

Navigating the financial industry can be daunting. More so for someone that may not have experience in the industry or be aware of the multiple service delivery models that are available.

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Variable Annuities: How Do They Work and What Do They Cost?

November 12, 2020
Investments, Videos

Variable annuities can be difficult for clients, and even some financial professionals, to fully understand.

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The Central View Q3 2020

September 10, 2020
Investments, Videos

In the latest edition of The Central View, our investment team dives into their thoughts on the economy, valuations, the upcoming election and our portfolio positioning as we navigate through Q3 2020.

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Financial Planning for Business Owners

July 7, 2020
Financial Planning Library, Videos

To us, financial planning is not an event. It is an exercise that helps capture a consolidated, global review of your financial situation leading to the creation of a living document.

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