Insights

Keeping You Informed is One of the Many Ways We Put You First.

LEARNING CENTER | Providing a Deeper Understanding

Investments

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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When Depressed Asset Values Create Planning Opportunities
Depressed asset values are often a source of frustration and worry for investors. However, with those concerns often come opportunities to achieve long-term planning objectives.
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The Importance of Celebrating Birthdays
Maybe you don’t get the big cake and piles of presents like when you were a kid, but birthdays are still worth celebrating. When it comes to financial planning, each milestone birthday brings new benefits and opportunities.
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Estate Planning: Not Only for the Rich & Famous
Many individuals believe that estate planning is only for the very wealthy and required to save on estate taxes. However, an estate plan can be so much more.
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Medicare & Beyond
One thing that does not get talked about enough are medical costs which go beyond Medicare. These costs can be complex and ever-changing.
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Ball Foundation Awards | 2022 Grant Recipients
The Stanley & Elaine Ball Foundation, managed by Central Trust Company, is happy to announce the 2022 local, non-profit grant recipients.
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Are We Heading into a Recession, or Not?
Are we there yet? Oh, the familiar refrain that many parents endure this time of year while traveling. It is by now the familiar refrain that economists and investors are enduring daily.
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Estate Planning for Landowners
When a family owns land, it can mean many things to different members of the family. Working with a team of professionals to plan for your estate is an important decision to reach the desired outcome for your legacy property.
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The Importance of a Second Opinion
Anything that could affect a family or individual financial situation today, or in the future, brings with it the need to reevaluate where you are today, where you would like to be and if you are track to get there.
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The Central View Q2 2022
Each quarter, our investment team provides details on the market and economy, bringing you the latest insights in an easy to follow video.
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Woman and Their Role as Financial Decision Makers
Women are a large part of the workforce. They are often times directly involved in their households’ investment and financial decisions.
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Tax Update: Considering a Roth conversion? Now might be your chance.
Given the recent volatility in the stock market, now might be a good time to consider a taxable Roth conversion.
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Five Basic Benefits of Financial Planning
There is more to financial planning than setting some goals and pinching some pennies. Here are five basic benefits that may come from working with a financial planner on an organized financial plan.
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