RECENT INSIGHTS | The Latest Information From Our Trusted Advisors
December 21, 2021
At Central Trust Company, we use Monte Carlo Simulation to model a variety of outcomes— including all the events taking place this year.
December 20, 2021
Investing is, and will always be, a balancing act between “eating well" and "sleeping well”.
December 17, 2021
When contemplating an outright business sale to an outside entity, the first or foundational level of planning should be contingency planning.
December 1, 2021
As investors we all know things can turn on a dime. Take time to explore programs available to help you, your family, or friends when health or fortunes have changed direction.
November 19, 2021
The Stanley & Elaine Ball Foundation, managed by Central Trust Company, is happy to announce the 2021 local, non-profit grant recipients.
November 17, 2021
As a business owner or executive, you are most likely the fiduciary of your company’s retirement plan. As the plan’s fiduciary, you are responsible and liable for oversight of the plan’s administration, investments and fees.
September 22, 2021
by Greg Berg, CFA, CAIA, MBA, Senior Vice President & Senior Portfolio Manager INVESTMENT OUTLOOK Global…
August 12, 2021
Regardless of the age of your children, the first step in educating them about finances is communicating what money means to you.
August 11, 2021
Every time virtual currency is “spent” on goods & services, a taxable transaction has occurred that needs to be reported on your tax return!
July 1, 2021
The rules regarding withdrawals from inherited IRAs dramatically changed for IRA beneficiaries with the SECURE Act, passed just before 2020.
May 5, 2021
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.
April 28, 2021
Our May/June 2021 Estate Planning Report is now available! Included is the feature article "DAF Notes". Also featured are Cases & Rulings and Washington Talk, a discussion of hot topics in the nation's capital.