American Trust Blog

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Estate planning can be overwhelming. Before you make an appointment with your attorney it’s a good idea to look at your situation and if needed, talk to your advisor. Here are some tips on how to get your financial matters organized.

U.S. stock indexes began the year with declines for the second consecutive week. Market sentiment has shifted lower as investors absorb inflation data and the economic impact of the recent surge in coronavirus cases.

Pop Quiz: what three things do you value most in this world? It shouldn’t take long as whatever comes to mind first is probably your truest answer.

As the retirement plan industry continues to evolve, many financial advisors find themselves struggling with their retirement business. I have spent the last 10 years of my career dedicated to assisting plan advisors in all aspects of their qualified plan business. Here is what I’ve learned.

U.S. stock prices generally rose as the S&P 500 Index ended the year at a record high. Investors will start the year with a skeptical view to see if the recent surge in coronavirus cases detracted from growth.

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