Savvy Charitable Giving
As you’re wrapping up the year, don’t forget about your favorite causes! Most charities need your help to meet their year-end goals, so be generous but be smart with your gift-giving.
Market Memo | October 2023
October provided mostly tricks, with a hint of treats toward the close of the month. Twice during the month, the 10-year Treasury bond reached or exceeded 5%, a rate that has not been seen since 2007.
Artificial Intelligence: Transforming the Economy for Better or Worse
AI has become a disruptive force in the economy, raising questions about its impact on society. While AI has shown great promise in boosting stock returns, it also poses challenges concerning job losses, disinformation, and ethical considerations.
What Can a Financial Plan Do for Me?
The importance of having a solid financial plan cannot be overstated. Financial planning serves as a guiding light, illuminating the path towards achieving your life's aspirations and ensuring a secure and comfortable future.
Ball Foundation Awards | 2023 Grant Recipients
The Stanley & Elaine Ball Foundation, managed by Central Trust Company, awards the 2023 local, non-profit grant recipients.
Is U.S. Cash Still King?
While no one can predict the future, the dollar is still the most dominant reserve currency in the world. Learn about its impact on global economics, alternatives, and potential scenarios in this insightful analysis.
Market Memo | September 2023
Fall is in the air, and the US stock market has taken its cue, with the S&P 500 index posting the worst month this year, falling 4.77%. Bonds were not much better, falling 2.54% for the month.
Medicare 101: The Basics
Prepare for Medicare's Annual Open Enrollment: What You Need to Know. Get a comprehensive overview of Medicare, including important changes for 2023, and make informed healthcare coverage decisions.
What It Means to Be a Fiduciary
When choosing your team of trusted advisors to manage your hard-earned money and investments, always verify that they adhere to the fiduciary standard.
Medicare Missteps: Common Errors to Avoid During Open Enrollment
When it comes to managing your Medicare coverage, the annual Open Enrollment period is a crucial opportunity to ensure that your healthcare plan aligns with your evolving needs. Navigate Medicare Open Enrollment with Confidence by avoiding these 5 common mistakes.