With a price increase of 29% this year through September 15, gold has been shimmering brightly in 2020. Meanwhile, the S&P 500, a broad measure of stock market performance, was up about 7% during the same period. COVID-related economic contraction and investor uncertainty has kept a lid on stock prices while pushing investors to seek gold.
In the age of COVID, customer service, account servicing, loan origination, and banking in general have all been re-evaluated to allow for the continued delivery of high-level, client-focused service without the necessity of a face-to-face meeting.
Senior Trust Officer Mike Tallman, CFP®, CTFA and Trust Administrator Jenny Hubbard visited the site of a recent estate sale to explain how our team inventories, distributes, and disposes of belongings left behind once someone passes.
Remember to offer others the same courtesy you were given as you transformed into the leader you are today. Invest in their development wholeheartedly and be courageously vulnerable with them. If we improve marginally each day, there is no doubt in my mind our community will be in great hands for generations to come, and our Just Cause intact for someone else to push forward.
With cash purchases becoming less and less frequent thanks to the ubiquity of debit and credit cards, the practice of monitoring daily spending habits has become an increasingly important topic for many.
What has driven our intensity to work and serve has been our mission and cause; and that passion is not limited to our CEO and executive management. It permeates through our entire organization and everyone that serves as part of the “whole.”
Some 401k participants are missing out on employer 401k matching contributions without even realizing it. This happens when the employer does not have a True Up feature in the 401k plan and the employee:
1. Does not maximize the employer match every pay period, or…
For an unsettling number of families across the US, receiving the annual school supply list can be an anxiety-inducing transition into fall – and it’s easy to see why.
The specific mission of your nonprofit and how you go about that mission is unique to your organization. Similarly, while it might seem like there is a best practice for how all nonprofits should manage their investable assets, the truth is there is no single approach that works best.
I’m sure 30 years from now the sting of 2020 will have faded, but there are a few things I hope we never forget. Some are even good things! Specifically, I am referring to the most amazing market recovery we have ever witnessed.