Central Trust Company

Many individuals believe that estate planning is only for the very wealthy and required to save on estate taxes. However, an estate plan can be so much more. Learn more from the article written by Andrea McKinney, CFP?, Senior Vice President & Wealth Management Advisor, on the Central Trust Company Website. ????Link to Article in Comments

Prepare financially for the holiday season with our 6-week Countdown to Prosperity! ?? Each week, a trusted wealth advisor will guide you through a variety of topics designed to help you enjoy a stress-free and financially sound holiday season. Here’s what we’ll be covering: 1. Investing in Your Loved Ones' Futures 2. Managing Wealth Conversations During the Holidays 3. Three Ways to Start Family Wealth Traditions 4. The Gift that Keeps Giving: Teaching Financial Literacy 5. Year-End Financial Planning Check-List 6. 2025 Financial Resolutions Follow along the next 6 weeks for actionable advice, insightful tips, and strategies to make this holiday season your most prosperous yet! ????

Please join us in welcoming Megan Crocker to our Central Trust team in Columbia, Missouri! Since beginning her career in 2012, she has established a strong track record of delivering exceptional client service and helping clients achieve their goals. Before joining Central Trust Company, Megan served as a Commercial Lender at Central Bank of Boone County. She will be serving as our new Assistant Vice President & Wealth Management Advisor! Read more about Megan and our exceptional team on the Central Trust website, linked below.????

This week, our office in Springfield, Missouri had the pleasure of hosting the 2024 Stanley & Elaine Ball Foundation awards ceremony. Over $240,000 was reinvested into communities across Southwest Missouri by the Ball Foundation, managed by Central Trust Company. Requirements for grant applicants included the organization’s ability to enhance educational opportunities and/or provide support for disadvantaged children in Southwest Missouri region. Congratulations to this year's 31 grant recipients! ??

October markets started strong but ended with volatility due to AI spending concerns, global tensions, and rising rates. Understand what this means for your portfolio from Central Trust Company's latest investment commentary. ??Read the full article on our website linked in the comments!

Mastering a financial plan that aligns both your business and personal goals can be difficult. Read the following article by Kayla Hult, MBA, that explains how to ensure long-term success and financial health for your company. ????Link to article in comments #SmallBusiness #WealthManagement #BusinessGoals #BusinessStrategy

As November begins, recent changes—like the presidential election and a new Federal Reserve rate cut—present both opportunities and challenges for investors. Our latest outlook covers key market trends and strategies to keep you prepared. Click the link in the comments to visit our website and read our November outlook. #MarketOutlook #FinancialForecast #StrategicPlanning

Please join us in congratulating Darrell Mantle, our Vice President & Relationship Manager, on his recent achievement in passing the Certified Trust and Fiduciary Advisor (CTFA) exam! Darrell’s commitment to continuous learning is truly commendable, and we are proud to have him on our team.

We are pleased to welcome Nicholas Hinkebein, CFA to our Central Trust team in St. Louis, MO. Bringing over ten years of experience in the financial services industry, including roles in education, analytics, and portfolio management, Nicholas will be serving as our new Portfolio Manager. Read more about Nicholas and our exceptional team at centraltrust.net.

Secure your family's future with tailored estate planning. Trusts, wills, and durable powers of attorney are essential for protecting your loved ones and addressing unique challenges. Learn about innovative approaches to modern estate planning in an article written by Robert Simmons, Assistant Vice President & Relationship Manager, found on the Central Trust Company website linked below. ?? Link to Article: https://ow.ly/vTPr50TWK1H