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LEARNING CENTER | Providing a Deeper Understanding


Our portfolio managers help take the complexity out of investing, and provide you with insights into the markets and current investment topics.

Trust & Estate Planning

Our trust officers address common questions and issues related to trusts and estate planning.

Tax Center

Our tax center has valuable information including filing dates, form availability, and insights related to in depth tax topics.

Financial Planning

Learn more about how financial planning can help you determine when you can retire and if you will be able to sustain your current spending habits.

Retirement Plan Services Center

Learn more about your fiduciary responsibility as a retirement plan sponsor.

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RECENT INSIGHTS | The Latest Information From Our Trusted Advisors

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Financial Planning: Opportunity Among Crisis
At Central Trust Company, we use Monte Carlo Simulation to model a variety of outcomes— including all the events taking place this year.
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Risk Tolerance: Choosing Between “Eating Well” or “Sleeping Well”
Investing is, and will always be, a balancing act between “eating well" and "sleeping well”.
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Business Owner Survival Guide
When contemplating an outright business sale to an outside entity, the first or foundational level of planning should be contingency planning.
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Things Can Turn on a Dime
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.
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Ball Foundation Awards | 2021 Grant Recipients
The Stanley & Elaine Ball Foundation, managed by Central Trust Company, is happy to announce the 2021 local, non-profit grant recipients.
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Business Retirement Plans
Business Retirement Plans: Are You On The Hook?
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.
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Central View Q3 2021
The Central View Q3 2021

by Greg Berg, CFA, CAIA, MBA, Senior Vice President & Senior Portfolio Manager INVESTMENT OUTLOOK Global…

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Ask a Trust Officer – Children & Money
Regardless of the age of your children, the first step in educating them about finances is communicating what money means to you.
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Virtual Currency-Tax Tip
Tax Tip of the Day: Spending Virtual Currency
Every time virtual currency is “spent” on goods & services, a taxable transaction has occurred that needs to be reported on your tax return!
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Family Planning
The SECURE Act & Your Estate Plan
The rules regarding withdrawals from inherited IRAs dramatically changed for IRA beneficiaries with the SECURE Act, passed just before 2020.
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Can a Trust Protect Your Child’s Inheritance?
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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Estate Planning Report
Estate Planning Report – May/June 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.
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