Congratulations to the 2024 Most Powerful Women in Credit Unions! American Banker's annual feature "honors the women who are addressing the problems and opportunities that their organizations and members face. The leaders on the list have creativity, expertise, resilience and the ability to inspire not only their employees but also their members". Congratulations to all on this phenomenal recognition!
Members Trust Company
投资管理
Tampa，Florida 2,972 位关注者
There’s a Reason Trust is Our Middle Name?
关于我们
Say hello to the trust and investment firm where doing the right thing is more than just our thing, it’s our mandate. Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America’s Credit Unions. With over $4 billion in assets for 40+ credit union partners (as of 12/31/2022), Members Trust Company has been nationally recognized for investment strategies that manage both risk and return, even in a recession.
- 网站
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https://www.memberstrust.com
Members Trust Company的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- Tampa，Florida
- 类型
- 私人持股
- 创立
- 1987
- 领域
- Wealth Management、Institutional Investments、FlexIRA、Charitable Donation Accts、Trust Administration和Estate Administration
地点
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主要
获取路线
14055 Riveredge Dr
Suite 525
US，Florida，Tampa，33637
Members Trust Company员工
动态
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One of the benefits of a trust is preserving family harmony when your trust is administered by a corporate trustee. A corporate trustee is objective and staffed with legal and investment professionals whose legal duty is to act in the best interest of your beneficiaries. Learn more here: https://lnkd.in/ge_FQ98u #Thanksgiving #TrustServices #MainStreetValues #WallStreetExpertise
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A good reminder to invest over the long-term
Speculators beware! At the start of 2024, there were 6 Fed cuts priced in for the full year. Now it is down to 4. Throughout the year shifting Fed expectations triggered bouts of volatility. In this week's Minute, we share what might be in store for interest rates for the months ahead. #expectations #rates #Fed #inflation #growth #economy #markets #investing #volatilty #patience https://lnkd.in/eWnC37NB
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Timing, control and probate are just 3 of the differences between trusts and wills. Read our article to learn if a will, trust or both could potentially benefit you in your estate planning: https://lnkd.in/gx32abty #Trusts #WallStreetExpertise #MembersTrust #EstatePlanning
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Exciting News! Members Trust Company and AssetMark Announce New Relationship to Deliver More Trust and Estate Solutions to Financial Advisors - Press Release Below
Members Trust Company and AssetMark Announce New Relationship to Deliver More Trust and Estate Solutions to Financial Advisors
prnewswire.com
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Set up a trust today, and your future self will be giving you a high-five tomorrow. ?? Cheers to peace of mind and solid plans! https://lnkd.in/gxmh4ecT #FutureYou #CreditUnions #TrustServices
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First, please take a moment to recognize, honor, and give thanks to all of our nation's veterans today. None of our professional endeavors would be possible without their continued service and sacrifice. With this year's election now over, markets quickly consolidated around a few winning themes from Trump's first term. Upcoming policy implementation could help determine whether or not these expectations have legs beyond these first few weeks. Read more about it in this week's Minute. #veterans #markets #election #investing #policy #Trump #expectations #equities #bonds #rates https://lnkd.in/eWnC37NB
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However, these documents are very different. In short, both a will and a trust allow you to: (1) make your wishes known (2) choose a person to settle your affairs on your behalf (3) decide who receives your assets upon your passing But what are the differences between a will and a trust? Read our article to learn more: https://lnkd.in/gx32abty #Trusts #WallStreetExpertise #MembersTrust #EstatePlanning
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A historical account of post-election market winners and losers.
There is no shortage of market speculation heading into Election Day. While U.S. equities have historically performed well during election years irrespective of the winning party, a closer look at the underlying market sectors reveal an array of past winners and losers. See what this could mean for markets in this week's Minute. #election #policy #sectors #stocks #uncertainty #markets #economy #investing https://lnkd.in/eWnC37NB
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Election Day is next week and we shall soon have (some) more clarity for our nation's path forward. With all the uncertainty that built up to this point, the bond market's relative stability was put to the test. We share our reflections and outlook for fixed income in this month's Market Insights. #investing #election #fixedincome #bonds #economy #uncertainty #volatility #yields #Fed #assetallocation https://lnkd.in/gxmh4ecT