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!
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.
Should investors fear the 3 Ds given the volatility of the equity markets and decline in interest rates over the last six months? This month Allen Trust Company’s Chief Investment Officer, Julie Bryan, considers the shorter-term and longer-term implications.
As we watch the rain and snow fall in the doldrums of winter, our thoughts often turn to sunnier days and second homes by the sea or the mountains. This month Allen Trust Company’s Director of Financial Planning, Allison Grebe Lee, suggests topics to consider when dreaming of buying a vacation home.
Much of the uptick in volatility experienced in early 2018 continued into the end of the year and remains a factor in early 2019. Our Portfolio Manager Julio Quinteros addresses the increase in volatility as the market shifts away from a synchronized global growth view to one that is now navigating a variety of global risk factors.