Questions to Ask Your Advisor
With so many changes in the financial markets, it’s a good time to evaluate your investments.
The Central View Q3 2020
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.
The Central View Q2 2020
Join our investment team for look at this quarter's insights into the markets and the economy.
Trust Services Beyond the Investment Realm | Central Trust
What’s unique about working with Central Trust Company is that we can advise you about our many service offerings outside of just the investment realm.
Ask A Trust Officer – Residency Tax Trap | Central Trust
Regardless of the age of your children it is important to educate them about money and the concepts of earning, spending, saving, investing, and giving.
Ask a Trust Officer – I Have a Will, Why Do I Need A Trust?
Having a will doesn't always mean you can avoid probate, but having a trust can be beneficial in avoiding it.
How to Survive Tax Season | Central Trust
In this edition of "Ask a Trust Officer," Jill Dobbs, CFP® explains how getting organized now can save you a lot of time and stress as tax season officially kicks off.
Helping Yourself After the Loss of a Spouse | Central Trust
One of the biggest causes of family arguments after the passing of a loved one is who gets the inheritance. By talking to your children about this early on, you are likely to avoid squabbles and provide meaning to what you are leaving behind.
Should You Use Your Retirement Savings to Pay for College?
Deciding when and how to save for a child’s future college education, while saving for your retirement, is quite a balancing act.
The Role of a Trusted Advisor
The trust advisor plays a large role in a client's life, helping with things like estate planning, tax planning, investment management, and more. As Central Trust's Evan Sowers explains, your trust advisor provides a unique perspective that you won't find anywhere else.