January 31, 2021  Gary Dean  CEO, TrustCore  US equity markets have had a fascinating January. Underneath a pedestrian 1% decline in the S&P 500 was enormous individual stock volatility and [...]

By Cliff Taylor & Erik Milam, Partners William Bridges wrote “Because transition is a process by which people unplug from an old world and plug into a new world, we can say that transition [...]

By Mikael Jacobs, Partner Who loves paying taxes?  Comments we regularly hear in our office go something like, “I hear Trump doesn’t pay…well, I don’t actually know what he pays…but I’m guessing [...]

By Bob Sinclair, Tyler Sinclair, and Matt Bader The word retirement can mean a lot of things to a lot of people.  For some, it conjures up images of long-awaited world travel.  For others, it’s [...]

By Jefferson Adcock, Partner At TrustCore, we consistently see charitable giving as a key priority in our clients’ financial goals. As advisors, we work to maximize the dollars our clients can [...]

By Cliff Taylor, Partner In our 35 years of practice as financial planners and investment advisors, we have observed a few universal truths. Consistently topping that list is the fact that [...]

By Erik C. Milam, Partner My dad had a classic line, “Son, the only two certainties in life are death and taxes.”  I would add a third: change.  Anything that is alive changes. This is certainly [...]

By Randy Lee, Partner “There’s only so much land and God isn’t making any more of it.”  “It can never go to zero.”  “I like an investment that I can see and touch.”  “I don’t trust the stock [...]