Allen Trust Company Connections
Stuart Allen, President of the Association of Trust Organizations (ATO), attended the 2018 ATO Annual Meeting in Scottsdale, Arizona. As part of his presidential duties, he welcomed attendees to the meeting and presented the 2018 Member of the Year award to J. Phil Buchanan of Cannon Financial Institute.
Allen Trust Company is proud of our sponsorship of the Portland Art Museum and all of the good work they do. Last night, Stuart and Sarah had the pleasure of viewing the “Shape of Speed” exhibit with a special after hours tour. The exhibit closes on Sunday, be sure to race over there before those gorgeous vehicles speed out of Portland!
As the warm summer nights give way to cooler temperatures and the green leaves begin turning autumnal, our minds naturally turn to more indoor activities such as watching football, drinking pumpkin spice lattes and … financial planning. In this month’s Viewpoints Director of Financial Planning, Allison Grebe Lee discusses Allen Trust Company’s financial planning process.
As global investors consider the options for income and yield in investment portfolios, the inverted U.S. yield curve has become topical. Does it indicate a looming recession or is it simply the result of the global opportunity set? This month, Julie Bryan, Allen Trust Company’s Chief Investment Officer, considers whether there might be a paradigm shift occurring.
With our approaching 20th Anniversary and the recent launch of our new website, Allen Trust Company continues to reaffirm our dedication to servicing our clients in the best way possible.
ViewPoints, formerly Investment Update, is broadening our themes of this monthly newsletter. It will continue to bring you important financial updates, but also offer reflections on trust portfolio planning, tax implications and a full range of fiscal topics.
Stuart Allen, the President & CEO, kicks off our inaugural ViewPoints, with his insights on our growth and continued commitment of excellence to our clients and community.
Whether you are a connoisseur of fine art or you just can’t let go of your 1990s baseball cards like Allen Trust Company’s Tax Specialist, Stephen Paul, we all have a penchant for accumulating stuff over the years. This month, Stephen considers what us collectors should be looking out for.