Collectibles: what to do with all this stuff?
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.
The Three Ds: Disruption, Discontent and Deceleration
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 You Buy into Your Vacation Home Dreams?
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.