News and Insights Archive

The Importance of a Second Opinion

August 2, 2022
Financial Planning Library, Videos

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.

The Central View Q2 2022

July 18, 2022
Investments, The Central View, Videos

Each quarter, our investment team provides details on the market and economy, bringing you the latest insights in an easy to follow video.

Women and Their Role as Financial Decision Makers

June 14, 2022
Estate Planning, Financial Planning Library, Videos

Women are a large part of the workforce. They are often times directly involved in their households’ investment and financial decisions.

Tax Update: Considering a Roth conversion? Now might be your chance.

May 20, 2022
Tax Planning

Given the recent volatility in the stock market, now might be a good time to consider a taxable Roth conversion.

Five Basic Benefits of Financial Planning

May 20, 2022
Financial Planning Library

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.

Second Homes & Tax Implications

April 29, 2022
Retirement, Tax Planning

Many people dream of having a place family can gather for vacation or a second home to spend winters once retired. Before making that purchase, there may be tax implications to consider.

Probate Avoidance and the Revocable Living Trust

April 28, 2022
Estate Planning

Probate can be public, time consuming, and expensive. But, it can also be easily avoided when the proper steps are taken.

Q2 2022 Investment Roundtable | Springfield Market

April 27, 2022
Webinars

Please join us for Central Trust Company’s virtual Investment Roundtable discussion, presented by Jason Flores, CFA, CAIA, Senior Vice President & Senior Portfolio Manager; Renee Gross, CSRIC®, Vice President & Senior Portfolio Manager; and Justin Setser, CTFA, CFP®, MBA, Vice…

Cryptocurrency: Fad or Future?

April 19, 2022
Investments, Videos

There has been a lot of discussion over the past several years regarding cryptocurrency. If you feel like the whole idea of cryptocurrency is hard to understand, you are not alone.

Tax and Estate Strategies: What is a GRAT and Do You Need One?

March 23, 2022
Estate Planning, Tax Planning, Videos

While Grantor Retained Annuity Trusts (GRAT) can seem complex to some, they can really be simple when broken down. Because GRATs have the potential to provide significant tax benefits when interest rates are low, today’s interest rate environment may provide a good opportunity.