Blog

Our thoughts, ideas, & opinions about the latest developments in the financial industry & how they impact us all.

Market Commentary - December 31, 2011

Posted by: STEVE ARNETT

Posted on: January 13, 2012

2011 Year In Review Most of the year we experienced high volatility in the stock market, with the S&P 500 Index down as much as 12.6% by October and the EAFE index (international) down 21% by October. At this point in the year the US was downgraded from AAA to AA and fears of severe problems in euro-denominated countries reached a climax. Both indices rallied to finish the year significantly higher with a 2.11% annual return for the S&P 500 and (12.14%) annual …

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The Trust Company turns 25!

Posted by: SHARON PRYSE

Posted on: January 6, 2012

In January of 1987 The Trust Company received our charter from the State.  Starting with only 3 employees and $0 assets under management, The Trust Company has grown to 56 employees and $1.5 billion in assets under management.  We are the oldest independent trust company headquartered in Tennessee with a broadly diversified business serving individuals, corporate retirement plans, foundations, and endowments nationwide.  In addition to moving to …

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Year End Tax Planning: 10 Things To Keep In Mind

Posted by: KIM COCHRANE

Posted on: November 25, 2011

The window of opportunity for many tax-saving moves closes on December 31. So set aside some time to evaluate your tax situation now, while there's still time to affect your bottom line for the current tax year. With that in mind, here are 10 things to consider as the curtain closes on 2011.

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September 30, 2011 - Market Commentary

Posted by: STEVE ARNETT

Posted on: October 7, 2011

Dalbar, Inc., a provider of financial services, just completed a study entitled “Quantitative Analysis of Investor Behavior” that examines how the individual investor has performed over different periods of time. For the 20 year period ending 12/31/2010, the S&P 500 and Barclays Aggregate Bond indexes had average annual returns of 9.14% and 6.89%, respectively. For the same period, the average securities investor and bond investor saw average annual returns …

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3 Keys to Surviving Market Turbulence

Posted by: KIM COCHRANE

Posted on: September 10, 2011

Most stock market investors are looking for the same result: strong and steady gains of their investments.  Dealing with a period of sustained falling stock prices is not easy.  All too often, investors react to a sharp drop in prices by panic selling or digging in their heels despite deteriorating fundamentals.  But more thoughtful investors see a correction or downturn as an opportunity to review the risks in their portfolios and make …

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