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

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

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

RECENT INSIGHTS | The Latest Information From Our Trusted Advisors

Family Business Succession
Family Business Succession: Surviving the Transition
It's important to be prepared if you want your family business to survive the passing of generations.
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Are You An Emotional Investor
Are You An Emotional Investor?
Market volatility can lead some investors to make quick decisions that can ultimately harm their long-term investing goals. It's important to know if you are investing with your emotions or remaining objective.
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The Central View Q3 2019
The Central View Q3 2019
Join our investment team for a look at this quarter's insights into the markets and the economy.
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Navigating Your Post-Retirement Cash Flow
Retirement means your regular paycheck has stopped and now you are in charge of managing your own cash flow.
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CTC ATO Children And Money
Ask A Trust Officer – Children and Money
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.
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Do I Have Enough Money to Retire?
There are many things to take into consideration to answer this question.
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What Does Financial Planning Really Mean?
Financial planning has become a financial services industry term that encompasses many things, and can be confusing if it is not placed in proper context.
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Proposed Legislation Could Change Retirement Plans
The "Setting Every Community Up for Retirement Enhancement" bill was passed by the House on May 23 and could drastically change the rules of retirement.
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RPS Meeting
Selling a Business – Tax Planning Considerations for the Seller
Selling a business can be complicated and daunting – and may bear substantial tax consequences.
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The Central View Q2 2019
Join us for a look at this quarter's insights into the markets and the economy.
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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.
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ATO 401(k) Protection Plans
Ask a Trust Officer – 401(k) Protection Programs
The success of your retirement depends largely on what you do with the money in your qualified retirement plan.
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