The Gift That Keeps Giving: Teaching Financial Literacy During the Holidays
Teach the value of saving, investing, and financial planning. Honor your family's financial legacy by giving the gift of financial literacy!
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 2025.
Three Ways to Start a Family Wealth Tradition This Holiday Season
From establishing a family trust to charitable giving, learn how to pass down family values and start a family wealth tradition.
Investment Commentary | November 2024
November brought plenty for investors to celebrate, with strong S&P 500 gains driven by Fed rate cuts and election outcomes.
Maximizing Year-End Contributions: Strategic Charitable Gifting
As tax laws evolve, so should your financial strategies. Effective tax planning can help you maximize deductions, support your charitable goals, and reduce your overall tax burden.
Managing Family Wealth Conversations During Holiday Gatherings
Explore tips for discussing inheritance, succession planning, and financial goals with respect and transparency during holiday gatherings.
Investing in Loved Ones’ Futures This Holiday Season
Discover meaningful financial gifts this holiday season to invest in your loved ones’ futures and build lasting security.
The Historical Implications of Federal Reserve Rate Cuts on Stock, Bond, and Gold Markets
Understand how Federal Reserve rate cuts impact stocks, bonds, and gold, and learn how historical trends can guide investment strategies during monetary easing.
Ball Foundation Awards | 2024 Grant Recipients
On Wednesday, November 13, 2024, the Ball Foundation, managed by Central Trust Company awarded the 2024 local, non-profit grant recipients.
Investment Commentary | October 2024
October markets started strong but ended with volatility driven by AI concerns, small-cap losses, and global pressures, while precious metals held steady.