Investment Commentary | November 2025
November saw a decisive bullish rebound, with stocks, bonds, and precious metals surging despite economic uncertainty. Discover what fueled the comeback and what it means for investors.
Year-End Financial Planning Checklist
Optimize your finances with our year-end checklist. Review tax strategies, legacy plans, and charitable giving to stay on track for 2026.
2026 Financial Resolutions: Wealth Management Goals for the New Year
Start 2026 strong with actionable wealth management goals: optimize investments, increase savings, and plan your legacy for future success.
Ball Foundation Awards | 2025 Grant Recipients
On Wednesday, November 19, the Ball Foundation, managed by Central Trust awarded nearly $300,000 to 44 local, non-profit grant recipients.
Donor Advised Funds: What You Should Know | Central Trust
Learn the power of Donor Advised Funds (DAFs) for tax-efficient and impactful giving. Enjoy immediate deductions, strategic contribution timing, privacy, and tax-free growth, making them a streamlined choice for meaningful philanthropy.
Investment Commentary | October 2025
Markets rallied in October as technology and AI led gains. Explore how innovation, global shifts, and Fed policy are shaping today’s investment landscape.
Where to Save After “Maxing Out” Your 401(k)
As income grows, traditional retirement plans may fall short. Learn how backdoor Roths, after-tax 401(k) contributions, and annuities can help extend your tax-efficient savings.
Investment Commentary | September 2025
Broad investment gains across stocks, bonds, and precious metals reflected market strength in September, driven by AI growth, interest rate cuts, and resilient global performance.
The Estate Settlement Process and the Role of a Corporate Fiduciary
A clear explanation of the estate settlement process, including probate, executor duties, asset distribution, tax obligations, and the role corporate fiduciaries play in managing complex estates with professionalism and accountability.
Investment Commentary | August 2025
August delivered impressive gains across stocks, bonds, and precious metals. Uncover how Fed rate cut signals, tariff rulings, and strong sector earnings influenced market performance and what investors should watch for in September.