Commerce Trust

Assets that have sentimental value for you and your family present unique estate planning challenges. Read about estate planning considerations for passing down art, collectibles, or other valuable personal property such as family heirlooms, vintage cars, or jewelry. https://hubs.la/Q02YQznD0

Estate planning for family real estate assets such as a family home, land, farm, or ranch has unique challenges and considerations. Read about strategies for the transfer of ownership and continued management of your family’s real estate property. https://hubs.la/Q02YQy750

For high-net-worth families, engaging the next generation in your estate planning provides a foundation for the smooth transfer of generational wealth and responsible stewardship of family assets into the future. Explore estate planning articles from the Private Wealth Management team at Commerce Trust. https://hubs.la/Q02YQqDf0

With 2024 winding down, now is an ideal time to review your investment portfolio. In our latest episode of the Conversations with Commerce Trust podcast, our investment strategy leaders discuss year-end portfolio strategies, including portfolio rebalancing and tax-loss harvesting. https://hubs.la/Q02Yg-Wj0

The stock market is rising, driven by economic optimism and the prospect of lower interest rates. Still, underlying risks, including high valuations and market concentration, persist. Scott Colbert, Chief Economist and Director of Fixed Income Management, examines the latest market trends and explains why fewer Fed rate cuts may bode well for the economy. https://hubs.la/Q02WycsW0

The Fed is recalibrating its monetary policy from restrictive toward normal. How does this compare to previous rate-cutting cycles? Scott Colbert, Chief Economist and Director of Fixed Income Management provides perspective on the Fed’s policy shift and a historical analysis of previous attempts by the Fed to find a neutral interest rate, which neither accelerates nor restricts economic growth. https://hubs.la/Q02WjypG0

Did the September interest rate cut mark a turning point for the Federal Reserve's restrictive monetary policy? Our latest episode of the Conversations with Commerce Trust podcast explores the Fed's recent actions to normalize interest rates and their implications for the U.S. economy.

For 80 years, the U.S. dollar has been a cornerstone of the global economy. It is the world’s most commonly held reserve currency and plays a pivotal role in international trade. Kelly Jernigan, CFA, Portfolio Manager Team Leader at Commerce Trust, provides perspective on the U.S. dollar’s enduring influence on the world’s financial system and what it means for investors. https://hubs.la/Q02Vl__z0

Entering the final quarter of a remarkable year for the economy and markets, we find both progressing to a sense of equilibrium. Explore visual insights into economic and market trends from David Hagee, Chief Investment Officer, Commerce Trust, and our investment team leaders. https://hubs.la/Q02TFJ0l0

While economic growth may be moderating, the underlying fundamentals of the U.S. economy seem to be providing a positive backdrop for capital markets. Scott Colbert, Chief Economist and Director of Fixed Income Management, examines the resilient economic backdrop and its implications for investors. https://hubs.la/Q02S_mzp0