Communicating Your Legacy With Family Meetings
Identifying and documenting your personal and financial goals down to the last detail is a major...
Identifying and documenting your personal and financial goals down to the last detail is a major...
Throughout your adult life, you’ve worked hard and saved diligently for your retirement. Now that...
Throughout your marriage, you and your spouse or partner have likely talked — and reached decisions...
For investors of all ages, saving for retirement is one of the most important, and sometimes...
The Roth IRA is a unique investment vehicle that offers significant tax advantages for long-term...
As the new year dawns, we find the global economic and investment environment surrounded by...
No matter how wealthy you are, you want to be prepared for routine year-end conversations with...
Money problems impact our lives everyday — some through no fault of our own. Perhaps you were a...
It’s a fact of life: We have to pay taxes on our income. And no one — regardless of how much money...
Scamming elderly, disabled, and unsuspecting adults out of their money can happen anywhere — in...
There are a number of ways financial institutions strive to safeguard your hard-earned money. One...
We’ve launched a new podcast, Conversations with Commerce Trust. Our first episode explores the...
In August, President Joe Biden signed the Inflation Reduction Act (the Act), a sweeping $750...
Saving for college shouldn’t cause you to stress out about your retirement. But if you’re in the...
There’s no denying a college education comes with a hefty price tag. Over the past 30 years (after...
You’ve found your perfect getaway spot to spend your weekends, summer vacations, holidays and...
The global economic and investment landscape looks much more uncertain than it did at the start of...
“Timing is everything.” You’ve said it yourself. And where legacy planning is concerned, there’s no...
No one likes unwelcome surprises. Yet when it comes to talking with family members about protecting...
When you hear the term “exit strategy,” your first thought might be it’s a way to end your...
Throughout your adult life, you’ve worked hard and saved diligently for your retirement. Now that...
Is the financial paperwork piling up at your house? Despite the inconvenience, the truth is that...
Perhaps you’re one of the millions of individuals who moved to another state in the past year. If...
IRS opens the season for IP PINs...
Employers have a lot to contend with these days, especially when it comes to retaining employees...
For nearly a decade we have grown accustomed to the idea that inflation was off the table as a...
Looking for more insight into our 2022 Outlook? Listen to our senior investment team in these...
Do you have a major expense coming up in the near future? If you don’t have the cash on hand to...
2022 looks to be a year of economic transition. We anticipate that we will move from a...
Our 11-page edition 2021 Midyear Outlook Report entitled, “Open for Business”, provides economic...
In the race to stay ahead of online identify thieves attempting fraudulent computer hacks during...
Each new year affords us a chance to revisit investing concepts that we can often lose sight of or...
One thing perhaps we can all agree upon as 2020 comes to a close is that not many of us will miss...
The president signed into law late last year the SECURE Act, which stands for “Setting Every...