News & Insights

Resources on Trusts, Investments, Estate Planning, Financial Issues, and Living Well

How to Make Sure Your Charitable Stock Donation Goes Smoothly

How to Make Sure Your Charitable Stock Donation Goes Smoothly

For investors who want to have a positive impact in the community, stock market rallies and year-end bring an opportunity to donate appreciated assets to your favorite charity. In addition to making a difference for the receiving charity, donating such assets provides you with tax benefits. People most frequently donate common stock. If the stock [...]
2020 4th Quarter Market Commentary

2020 4th Quarter Market Commentary

-The Good, The Bad and The Ugly- This graph highlights the stark dichotomy between what investors view as “good” and “bad” on the current investment landscape. The tan line traces the cumulative growth of the S&P 500 over the past half century. Most noteworthy is the explosive growth in the nearly dozen years since the [...]
The 5 Most Important Retirement Income Decisions

The 5 Most Important Retirement Income Decisions

For the vast majority of Americans in retirement, the income provided by Social Security will comprise the largest and most stable base of income derived from any single source. With this in mind, the Stanford Center on Longevity* recently published an essay about the most important retirement decisions to be made in retirement. Actuary and [...]
“Bailing Out the Present and Making the Future Pay for It”

“Bailing Out the Present and Making the Future Pay for It”

You might consider the title of this post a provocative statement, but we have been concerned for many years about the situation unfolding and described in a recent ProPublica article. Mission Chief Investment Officer Tom Feeney has frequently written about the burden that today’s debt loads will create for our children and grandchildren. Tom also [...]
True Crime Tucson – The Gift Card Scam

True Crime Tucson – The Gift Card Scam

Sometimes we think that bad things only happen to those other people out there. Then we are staring right at a reality-tv episode. I would never have thought that my good friend, Maggie, would have been caught in a phone scam. She always seemed so on top of things, and she had been taking good [...]
Conflicts of Interest: Unthinkable for Trustees

Conflicts of Interest: Unthinkable for Trustees

I have drawn the great moral lesson, perhaps the only one of any practical value, to avoid those situations of life which bring our duties into conflict with our interests, and which show us our own advantage in the misfortune of others; for it is certain that, in such situations, however sincere our love of [...]
Conflicts of Interest: Poisonous to Trust In Investment Advising

Conflicts of Interest: Poisonous to Trust In Investment Advising

In new rulemaking by the Securities & Exchange Commission (SEC), regulations that have protected investing consumers for eight decades have been dumbed-down. Tamar Frankel, professor of law emerita, Boston University Law School, considers the new rule to be a “historic, giant step backwards in securities regulation. It turns principles of advice in the client’s best [...]
2020 3rd Quarter Market Commentary

2020 3rd Quarter Market Commentary

Investors continue to face a serious quandary: How to proceed with historically overvalued equity markets, worldwide economic malaise, minimal interest rates and a Fed seemingly committed to eliminating any danger of significant loss to either stocks or bonds? Throw in a highly acrimonious political scene with questions on both left and right about whether the [...]
Can I Stay In My House If Someone Else Is Trustee?

Can I Stay In My House If Someone Else Is Trustee?

Individuals searching for a corporate trustee often wonder what happens to homes after incapacity or death. As a trust officer, I understand your concerns about who will care for your home if you can’t. The most common concerns are: 1) aging in place in my home; 2) selling my home after incapacity or death; and, [...]
Can the Fed Prevent Overvalued Market Leaders from Falling?

Can the Fed Prevent Overvalued Market Leaders from Falling?

For several years, investors have wrestled with a profound dilemma. With Federal Reserve and other substantial government stimulus, stock prices have risen to and remained at valuation levels that have, throughout history, ultimately been severely punished. As the years rolled on and the Fed consistently provided one sort of stimulus or another whenever stocks appeared [...]
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