Weekend Reading – A Justifiable Rally

It’s surely a coincidence that the recent market rally occurred during the partial shutdown of the U.S. government   More conventional rally catalysts were the over-sold conditions created by excessive pessimism about growth and a dovish shift from the Federal Reserve. Equity valuations had fallen […]

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Supporting Smiles From the Heart, February 22, 2019

We are proud to partner with local organizations supporting our community   Our Comprehensive 12-Month Financial Plan auction item is currently being featured at Smiles From the Heart, February 22, 2019, benefiting the Greater Springfield Dental Society. Held once every three […]

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Supporting the Give a Child a Voice Foundation, February 23, 2019

We are proud to partner with local organizations supporting our community Our Comprehensive 12-Month Financial Plan auction item is currently being featured at the Queen of Hearts Masquerade Ball, February 23, 2019, benefiting the the Give a Child a Voice Foundation. You […]

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Supporting Cents of Pride, February 23, 2019

We are proud to partner with local organizations supporting our community Our Comprehensive 12-Month Financial Plan auction item is currently being featured at the Cents of Pride Tacos  & Trivia, February 23, 2019, benefiting students of Springfield Public Schools. If you like trivia […]

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Supporting Christian County Library Foundation, February 23, 2019

We are proud to partner with local organizations supporting our community Our Comprehensive 12-Month Financial Plan auction item is currently being featured at the fourth annual Christian County Library Foundation Trivia Night, February 23, 2019, benefiting the future expansion of the Christian […]

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Supporting Local Business

Proud to Partner with Jill Phillips, EOS Implementer, as location host for the February SBJ CEO Roundtable   Thank you EOS implementer, Jill Phillips, for partnering with us to host the February CEO Roundtable. The Springfield Business Journal’s CEO Roundtable brings […]

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Weekly Market Update – February 19, 2019

Last Week China Trade Data Surpasses Expectations – Imports and exports declined in January, but they both surprised to the upside as imports declined less than expected and exports increased year-over-year. Delayed December Retail Sales Come in Soft – The […]

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Happy Presidents Day!

A time for patriotic celebration and remembrance!   Happy Presidents Day, otherwise known as Washington’s Birthday! Originally established in 1885 in recognition of President George Washington, this holiday became popularly known as Presidents Day after it was moved as part […]

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Earning Season Update – February 8, 2019

To date, 66% of the companies in the S&P 500 have reported actual results for Q4 2018   In terms of earnings, the percentage of companies reporting actual EPS above estimates (71%) is equal to the five-year average. In aggregate, […]

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Valentine’s Day Love Grams (and Romance Scams)

People looking for romance are hoping to be swept off their feet, not caught up in a scam   In 2018, the FTC Consumer Sentinel had more than 21,000 reports about romance scams, and people reported losing a total of […]

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Supporting Community Partnership of the Ozarks, February 15, 2019

We are Proud to Partner with Local  Organizations Supporting Our Community! Our Comprehensive 12-Month Financial Plan auction item is currently being featured at the Community Partnership Open event February 15, 2019, benefiting Community Partnership of the Ozarks. CPO was chosen as the […]

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Springfield News-Leader Business News

Did you see Tylar in Sunday’s Springfield News-Leader?   We are excited to welcome Tylar Grant to the team as Marketing and Administrative Assistant! Grant joins Diane Musick, Jackie Higgins, Jeremy Loftin, Holly Melton, Richard Russell, Sharon Jobe, Tim Parrish […]

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Smart Consumer Series – What to Do If Your FAFSA Application Gets Flagged for Verification

Five Steps to Avoid Losing Out on College Loans, Grants and Scholarships After Applying for Financial Aid   Even in the best of circumstances, applying for college financial aid can be a difficult task. But many students find themselves confronted with an […]

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Weekly Market Update – February 11, 2019

Last Week Global equities decline after six positive weeks. Global equities experienced their first weekly decline in 2019 driven primarily by declines in non-U.S. regions. U.S. equities were mostly unchanged (0.2%), while non-U.S. developed market (-1.4%) and emerging market equities (-1.2%) both declined. Trade tensions […]

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Supporting Missouri State University Hospitality and Leadership Students, February 10, 2019

We are Proud to Partner with Local Organizations Supporting Our Community!   Our Comprehensive 12-Month Financial Plan auction item is currently being featured at the Hospitality Wine Tasting event February 10th, 2019, benefiting students of the Missouri State University Hospitality and […]

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Weekend Reading – Taxes Around The World

As tax documents fill our mailboxes in the U.S., we explore the individual tax regimes around the world   Politicians for centuries have used taxation as a primary incentive to garner greater public influence. But the current surge in populism, […]

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Earnings Season Update – February 1, 2019

To date, 46% of the companies in the S&P 500 have reported actual results for Q4 2018   In terms of earnings, the percentage of companies reporting actual EPS above estimates (70%) is below the five-year average. In aggregate, companies […]

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Celebrating the Chamber Centennial in 2019!

We are a Proud Member of the Springfield Area Chamber of Commerce   Join us this year in celebrating the 100th birthday of the Springfield Area Chamber of Commerce. The Chamber focuses on: Creating Growth Taking Action Getting Connected Developing […]

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Smart Consumer Series – 9 Places to Find Free Money

State treasuries and other agencies are holding more than $40 billion in unclaimed assets   Unclaimed assets, often from accounts that have been inactive for a certain period of time, can include checking and savings, payroll checks, utility deposits and […]

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Weekly Market Update – February 4, 2019

Last Week Global Equities Recover After Tough Monday. Global equities began last week in decline following news of guidance cuts from companies impacted by slower Chinese growth only to bounce back on dovish Fed comments. Global equities moved 1.5% higher last week led […]

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Smart Consumer Series – Using a Health Savings Account to Pay Long-Term Care Premiums

You can tap an HSA to pay the premiums for a long-term-care insurance policy, but the amount you can withdraw tax-free depends on your age For 2019. the amount you can withdraw tax-free from your HSA depends on your age: […]

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Supporting SEAS Casino Night, February 2, 2019

We are proud to partner with local organizations supporting our community!   Our Comprehensive 12-Month Financial Plan auction item is currently being featured at Casino Night, February 2, 2019, benefiting St. Elizabeth Ann Seton School. Valued at $2,400, this financial plan […]

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Earnings Season Update: January 25, 2019

To date, 22% of the companies in the S&P 500 have reported actual results for Q4 2018   In terms of earnings, the percentage of companies reporting actual EPS above estimates (71%) is equal to the five-year average. In aggregate, […]

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Weekly Market Update – January 28, 2019

Last Week Fed Officials May Be Eyeing Early End To Balance Sheet Runoff. The Federal Reserve’s newfound flexibility has led Fed leaders to discuss the possibility of holding a larger portfolio of Treasuries than previously expected when the original wind-down began two […]

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Weekend Reading – Lucky Number 13 : The GST Tax and Righting 13 Wrongs

Setting the record straight on the Generation-Skipping Transfer tax Forty plus years following the GST tax’s introduction into the tax code and the hits still keep coming. You’ve heard the list of complaints ( and even might have voiced them […]

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A Conversation With Laura Kiesel

Chief Administrative Officer Laura Kiesel interviewed by the Springfield Business Journal   Laura Kiesel sat down with the Springfield Business Journal to discuss company growth, market trends, and job responsibilities. Laura has over 30 years of knowledge in the financial […]

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Smart Consumer Series – Cyber-scam of the Week

The boss needs Itunes Gift Cards for customers NOW… If you ever wondered what a spear phishing attack looks like, see the email exchange below Did you know that one of the first things hackers try is to see if […]

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Weekly Market Update – Jan. 22, 2019

Last Week Chinese Trade, Industrial and Sales Trends Fall. Chinese imports fell 7.6% year-over-year and exports dropped 4.4%. Global equity markets responded negatively Monday with all major regions down for the day, with the steepest declines coming out of emerging markets. […]

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Tylar Grant A Springfield Business Journal Newsmaker

Check out Tylar’s feature in SBJ’s Newsmakers   As Marketing & Administrative Assistant, Tylar works closely with the team to make our marketing goals a reality. Tylar engages both our internal team and external stakeholders in our branding and marketing […]

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Martin Luther King Jr. Day – Remembering a Hero

Today we honor Martin Luther King Jr. His dedication to eliminating racial inequality through non-violent acts will never be forgotten. With great credit to Dr. King, African Americans were able to achieve genuine progress towards racial inequality. Dr. King is […]

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Weekend Reading – Uncertain Markets, Unending Shutdown

Making Sense of the Market & “Shutdown Shock” It is hard to know precisely what is on the mind of the markets; wide intraday swings experienced last month suggest mood shifts were substantial and frequent. But a series of concerns […]

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Cyber War, Cyber Crime and Protecting your Business

Our very own Operations Manager Diane Musick participated in this weeks’ Expert Edge series at the Springfield Chamber on Cyber War, Cyber Crime and Protecting your Business. Attendees learned five ways to protect your data from scammers, cyber crime and […]

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Missouri Trust & Investment Company supports Springfield Catholic High School Athletics

Head over to JQH Arena Thursday at 7:30 pm to see the Irish play the McEarchen Indians during the Tournament of Champions first round Missouri Trust & Investment Company is a proud sponsor of Springfield Catholic High School athletics! Visit the Springfield Catholic athletic website below […]

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Smart Consumer Series – ID Thieves Exploit Snail Mail

A new mail tracking service provided by the U.S Postal Service has a loophole that ID thieves can take advantage of. When you sign up for Informed Delivery, the USPS will e-mail you scanned images of your unopened letters, including […]

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Weekly Market Update – Jan. 14, 2019

Last Week Fed Chairman Powell Reinforces Patience on Policy Tightening. Following the release of December’s Federal Open Market Committee minutes, Federal Reserve Chairman Jerome Powell confirmed that the central bank will be patient in further monetary policy decisions. Multiple Companies […]

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Weekend Reading – Retirement Planning for Every Life Stage

Envision yourself in retirement. Are you enjoying the lifestyle you thought you would have? Have you achieved the financial goals you laid out for yourself? If you are unsure how to answer these questions, you are not alone. Retirement planning […]

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Springfield News-Leader Business News

Did you see Laura in Sunday’s Springfield News-Leader? We are excited to welcome Laura Kiesel to the team as Chief Administrative Officer! Kiesel joins Diane Musick, Jackie Higgins, Jeremy Loftin, Richard Russell, Sharon Jobe, Tim Parrish and Tylar Grant on […]

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5 Often – Overlooked Questions to Ask your Financial Adviser in the New Year

Start your financial year off on the right foot by getting the answers to these 5 key questions Start 2019 one step ahead by asking your financial adviser these five commonly overlooked questions to help you optimize your finances. The new calendar […]

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Smart Consumer Series – Vendor Security

Not many small businesses do business these days without the services of third-party vendors, some of whom have access to your company’s sensitive information How to protect your business… Control access – Not everybody needs a backstage pass to your […]

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Help us Welcome Tylar Grant to the Team!

As a Marketing & Administrative Assistant, Tylar works closely with the team to make our marketing goals a reality. Tylar engages both our internal team and external stakeholders in our branding and marketing efforts. Her dedication to delivering exceptional customer […]

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Weekly Market Update – Jan. 7, 2019

Last Week Most Major Asset Classes Struggled in 2018. The Federal Reserve’s rate hike campaign and U.S.-China tensions were a focus for investors in 2018. Back and forth threats and tariffs as well as Fed rate hikes not matching market […]

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Weekend Reading – Wealth Planning with Art

The art environment is diverse and constantly changing. Wealth planning with art offers many opportunities Art inspires us. It intrigues us. Whether you view art as a passion or an investment, or perhaps a bit of each, today’s vibrant art market […]

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4 Tough Questions for #Investingin2019

Does a rocky ending to 2018 set investors up for a difficult 2019? Market volatility in late 2018 has investors wondering if 2019 will bring global recession and investment losses. Answers to tough questions about the global economy and how markets […]

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Smart Consumer Series – Young & Scrappy: Saving for Retirement

No excuses, you don’t need a 401(k)or employer to match After paying rent and maybe student loans, finding the money to save for retirement might seem like an impossible task. In a 2017 survey from GOBankingRates, more than 60% of […]

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Happy New Year!

“A goal without a plan is just a wish!” Larry Elder Is taking control of your finances one of your 2019 resolutions? We can help! Contact one of our team members to set up your next appointment!

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Weekend Reading – Top Economic Themes of 2018

Six themes emerge as we look back on a busy year full of economic news The year 2018 was initially heralded as the year of synchronized global expansion. It now concludes with countries going their separate ways, making markets anxious […]

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#12DaysofChristmas – Merry Christmas!

Merry Christmas from Missouri Trust & Investment Company! Wishing you a happy holiday!

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#12DaysofChristmas – Christmas Dinner Party

Missouri Trust & Investment Company Christmas Dinner Party Thank to Jenny and Nick Russo and the whole team at St Michael’s Sports Bar & Grille for a great event Friday night! In addition to appetizers and dinner, the night included […]

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#12DaysofChristmas – Holiday Trivia!

How well do you know your Christmas trivia? Head over to our Facebook or LinkedIn to participate in today’s Holiday Trivia.  In order to play, comment on this post with the correct answer to all three trivia questions. All participants […]

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#12DaysofChristmas – IRA Charitable Rollover

Due to higher standard deductions beginning in 2018, many taxpayers will be less likely to itemize deductions. While that is not necessarily a bad thing, it could require alternative strategies to minimize your tax burden. This is where the IRA […]

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Laura Kiesel a Springfield Business Journal Newsmaker!

Check out Laura’s feature in SBJ’s Newsmakers   As Chief Administrative Officer, Ms. Kiesel’s primary responsibility will be managing the administration operations for client accounts and communicating with clients, professional advisors, and Missouri Trust & Investment Company staff on the […]

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#12DaysofChristmas – Supporting CASA of Southwest Missouri

7 days till Christmas, have you mailed out your Christmas Cards yet?   For 2018, we are excited to partner with the CASA of Southwest Missouri to support their CASA Holiday Card Program. This year, we chose Christmas Tree by Michelle […]

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#12DaysofChristmas – Our Christmas Family

On the 7th day of Christmas, Missouri Trust & Investment Company filled our tree with gifts for a special Christmas family   This year, we had the opportunity to help one special family. From books to balls, socks to snowsuits, and toy cars and […]

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#12DaysofChristmas – Get to Know our Newest Team Member: Laura Kiesel

We wish you a #KieselChristmas and a Happy New Year!   As you know we a great new addition to our team! What better way to get to know our new hire than seeing how she likes to spend the most celebrated holiday […]

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#12DaysofChristmas – 11 Shopping Days till Christmas!

Help in avoiding online order slow- or no-shows   The Federal Trade Commission has gotten reports from consumers who didn’t get their orders as expected- or never at all. Here are some tips to make sure you have a good online […]

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#12DaysofChristmas – Ugly Christmas Sweater Weather

Join in on the fun as we host our first company Ugly Christmas Sweater Competition!   Introducing (from left to right)… #1 Jeremy Loftin “The Struggle is Real” #2 Diane Musick “Santa Claus is Coming to Town” #3 Richard Russell […]

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#12DaysofChristmas – Five Planning Ideas as you Prepare for 2019

As 2018 comes to an end, it’s time to start thinking about goals for the new year   Here are five topics worthy of your consideration as you enter 2019: Set financial planning goals Tax planning Risk management Meet with […]

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#12DaysofChristmas – Continuing Education hosted at Missouri Trust & Investment Company

If you are an attorney or CPA, today’s continuing education event was one you will be disappointed you missed!   Today we learned how to avoid being ensnared in an ethics trap and navigate conflicts of interest, lunch was provided […]

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12 Days of Christmas with Missouri Trust & Investment Company

Missouri Trust & Investment Company invites YOU to be a part of our 12 Days of Christmas Social Media Campaign!   Starting today and every day leading up to Christmas, we will post something uniquely related to the holidays. Posts will include […]

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We are Excited to Welcome Laura Kiesel to the Team!

Laura Kiesel joins Missouri Trust & Investment Company as Chief Administrative Officer     Please join us in welcoming Laura Kiesel. As Chief Administrative Officer, Ms. Kiesel’s primary responsibility will be managing the administration operations for client accounts and communicating […]

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A Life of High Purpose and Distinction

Today we mourn the passing of former President George H.W. Bush President Bush’s vision was to make the U.S a kinder and gentler nation. We honor his courage to serve in the U.S Navy and respect his dedication to uphold […]

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Smart Consumer Series – Holiday Season Means Shopping for You and Identity Thieves too

It’s Shopping Season for Identity Thieves also! The holidays offer cybercriminals a chance to steal financial account information, Social Security numbers, credit card information and other sensitive data. When shopping online or in public places, please remember a few basic […]

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Putting Our Best Foot Forward

We put our best foot forward this holiday season with our shoe drive fundraiser   We love supporting our local community, even if it involves stinky shoes! This year, we partnered with American Heritage Girls and Funds2Orgs Network to deliver gently worn shoes […]

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Weekly Market Update – Nov. 19, 2018

Last Week Oil enters bear market after dropping from early October peak. Since October 3, WTI crude oil has declined as much as 27% given a number of headwinds including weaker demand, increased supply from key producers, expectations for higher U.S. supply and […]

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Design Team of the Year Finalist: National Place

Most people might have missed the potential of the narrow lot at the corner of National Avenue and Montclair Street, but that’s not the case for Jon Dodd   Read why National Place and the team of Buxton Kubik Dodd Design […]

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Smart Consumer Series – Are Your Online Marketing Strategies Violating The Law?

Are you familiar with established Federal Trade Commission advertising principles as they apply to social media campaigns?   Which of the strategies discussed are you using? And are you avoiding legal pitfalls by making appropriate disclosures? Before working on your next […]

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Weekly Market Update – Nov. 12, 2018

Last Week Despite losses in emerging markets, global equities (1.0%) moved higher for the second week in a row. U.S. equities led the way with a 1.8% return, followed by non-U.S. developed markets (0.2%) and emerging markets (-1.9%). At last Thursday’s meeting, the Federal […]

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Weekend Reading – U.S. Midterm Analysis

This was no typical U.S. midterm election, as voter interest hit record levels — certainly catalyzed by high levels of campaigning and increasingly polarized parties   As an example of heightened engagement, early voting by younger voters appears to have surged from 850,000 […]

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When Real Estate Becomes Too Real

Check out this week’s Springfield Business Journal for Tim Parrish’s article on real assets Real assets are generally allocated to three broad categories: Real Estate Infrastructure Natural Resources Check out the full article below and contact Tim Parrish for more information […]

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Weekly Market Update – Nov. 5, 2018

Last Week Equity markets recovered from a weak start last Monday, as rumors of easing U.S.-China trade tensions helped boost non-U.S. equities especially in the latter part of last week Another solid U.S. jobs report despite rising wage growth. The jobs added […]

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Helping You Become an Informed Voter

Stop by our office for a copy of the League of Women Voter’s guide to the November 6, 2018 general election   Become an informed voter and learn about the positions of local candidates, proposed amendments and propositions!   For […]

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Is It Time For a Financial Wellness Check-up?

Check out this week’s Springfield Business Journal for Jeremy Loftin’s article on workplace financial wellness.   Financial stress affects 57% of employees according to a survey by PwC last year. A thorough financial wellness program can provide a more focused […]

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Talking Estate Planning With Loved Ones

Today’s staff training helped us to better understand what can often be a difficult issue and how to facilitate important conversations for our clients and their loved ones Here are some conversation tips: Be clear about your purpose Frame it […]

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Weekly Market Update – Oct. 29, 2018

Last Week Global equities entered 10% correction territory after falling 3.8% in a bumpy week, with declines across all major regions. U.S. equities declined 3.9% last week as ongoing headwinds from trade and concerns on Federal Reserve policy becoming too […]

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Bringing Awareness to Domestic violence

Along with 575 other local businesses, Missouri Trust & Investment Company supports domestic violence awareness month. Thanks to our neighbors Buxton Kubic Dodd and USA Mortgage, our lunch pizza fundraiser raised over $100 to benefit Harmony House and victims of […]

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Weekly Market Update – Oct. 22, 2018

Last Week Global equities fell slightly last week with a small 0.1% loss. Emerging markets (-0.8%) led global equities lower while developed ex-U.S. equities fell slightly (-0.2%) and U.S equities were flat. A summit in Europe failed to produce an […]

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Weekly Market Update – Oct. 15, 2018

Last Week All major regions finished the week with declines as rising U.S. bond yields continued to pressure equities. U.S. equities struggled the most, returning -4.2% followed closely by non-U.S. developed market equities (-4.0%). Emerging market equities performed best of the major regions but […]

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Smart Consumer Series – FAQs on Credit Freezes

The Federal Trade Commission has posted a New Credit Law FAQ of the most common questions they are receiving about the new law. Questions include: Can I still use my credit card when a credit freeze is in place? I […]

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Weekly Market Update – Oct. 9, 2018

Last Week U.S. and non-U.S. developed market equities declined 1.3% and 2.2%, respectively, while emerging markets struggled with a 4.5% drop The 10-year Treasury yield reached 3.23% near the end of last week, the highest since 2011 as investors become […]

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Weekend Reading – The Fed Reaches for the Stars

Federal Reserve Chairman Jerome Powell used a celestial metaphor to center his remarks at the recent Jackson Hole summit. The Fed’s decisions, he noted, are often based on the distance of inflation, unemployment and growth from their long-run equilibria. In […]

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Smart Consumer Series – Don’t Invite Investment Scams to Find You

Providing your phone number and email address in response to an online investment promotion may make you a target for fraud. Some investment scams start with a promotion or advertisement, like an intriguing online video or email, followed by a […]

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Weekly Market Update – Oct. 1, 2018

Last Week Friday marked the end of the third quarter, with global equities falling 0.6% last week, including declines across U.S. (-0.5%), non-U.S. developed market (-0.9%), and emerging market equities (-0.3%) Wednesday, the Fed raised rates for the third time […]

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Weekend Reading – Learnings from Lehman Brothers

Several questions arise as we reflect on the events of September 2008. Have we learned the lessons offered by the experience and taken corrective action? Have our powers of surveillance improved, so that we have a better chance of detecting […]

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Smart Consumer Series – Free Credit Freezes and Year-Long Fraud Alerts

Starting September 21, 2018, you can freeze and unfreeze your credit file for free and, when you place a fraud alert, it will last one year, instead of 90 days.   What’s the difference between a credit freeze and a fraud […]

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Weekly Market Update – Sep. 24, 2018

Last Week Global equities brushed off escalating trade tensions between the U.S. and China for a 1.6% weekly gain President Trump moved forward with the much-discussed round of tariffs on $200 billion worth of exports from China. Duties will start at 10% […]

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Weekend Reading – Analyzing Your Financial Health Using Personal Financial Ratios

Investors commonly use stock ratios such as price to earnings, price to book and dividend yield to assess the financial health of a company. The reasons the ratios are so widely used are because they convey a great deal of […]

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Smart Consumer Series – Cognitive Aging & Financial Exploitation

To help adults protect themselves from financial exploitation, the Federal Reserve Bank of Philadelphia published seven actions to take: Assign trusted contacts to all financial accounts Prepare a durable financial power of attorney Prepare a Will (and/or Trust) Keep up […]

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Weekly Market Update – Sep. 17, 2018

Last Week Turkey central bank move gives emerging markets a boost The European Central Bank and Bank of England both met last Thursday with meeting outcomes in-line with market expectations U.S. Consumer Price Index data released last Thursday revealed headline (2.7%) and core […]

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Updated Website and New Client Portal!

We’re excited to announce our updated website and new client portal.  The website was designed with a fresh look and offers a user-friendly experience with updated information about our services. The new client portal can be accessed from your desktop […]

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Proud to support the 2018 CMH Burgundy Ball

Saturday night’s Burgundy Ball at University Plaza supports patients and their families at the Carrie J. Babb Cancer Center at CMH. Check out the website for event information and the online auction catalog …including a comprehensive 12 month financial plan from […]

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Weekend Reading – Which tax-qualified investment plan gives you the most bang for the buck?

Suppose you want to best utilize $100. You could choose a traditional or Roth retirement plan, a health savings account or a 529 plan. Which would get the biggest bang for the buck? Let’s run a horse race among them… A horse race among […]

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Client Portal User Guide

Client Portal User Guide

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Smart Consumer Series – Tips to avoid hurricane relief charity fraud

Do your homework if contacted by a charity raising funds. Check out FTC website for tips to help you plan your donation– and avoid scams.   Contact one of our fiduciary planners for assistance before you send any funds!  

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Richard Russell featured in Biz417 Corner Office

Check out the September/October 2018 edition of Biz417 where Richard “gets out of his comfort zone.”

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Weekly Market Update – Sep. 10, 2018

Last Week- Emerging market turmoil pulls global equities lower Wage growth reaches 2018 high in otherwise solid jobs report Amazon’s market cap hits $1 trillion U.S.-China trade tensions remain high This Week- Both the European Central Bank and Bank of England […]

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Smart Consumer Series – Tips on How to Recognize Check Fraud

Learn how to recognize check fraud and protect yourself

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Weekly Market Update – Sep. 4, 2018

Last Week- Modest weekly gains for each major equity region The U.S. and Mexico announce bilateral trade deal Core PCE hits the Fed’s 2% target Europe inflation readings slightly below consensus This Week- Jobs report the main focus in holiday-shortened […]

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Historical amounts being spent by S&P 500 index companies on share buybacks.

2Q 2018 is on pace to rank second in terms of total dollars spent on share buybacks with $164.4 billion based on data from the 85% of S&P 500 index companies to have reported as of August 10, 2018. During […]

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S&P Earnings Season Update: August 3, 2018

To date, 81% of the companies in the S&P 500 have reported actual results for Q2 2018. Key takeaways: Ten (of eleven) sectors are reporting double-digit earnings growth, led by Energy, Materials, and Information Technology. Four sectors are reporting double-digit […]

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CEO Roundtable: Trust Companies

SBJ talks with local executives to discuss trust industry trends. Read more: http://sbj.net/stories/ceo-roundtable-trust-companies,58882

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S&P 500 Earnings Season Update: May 25, 2018

S&P 500 Earnings Season Update: May 25, 2018 With 93% of the companies in the S&P 500 reporting results for Q1, 78% and 77% have reported a positive EPS and sales surprise, respectively, compared to the five-year average. Energy, Materials, […]

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Cash is Queen.

From the Desk of our Investment Policy Committee: Learn about how changes in interest rates can provide an interesting alternative for both Savers and Investors. Interest rates have moved up enough recently to provide both savers (those who are primarily […]

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S&P 500 Earnings Season Update: May 4, 2018

To date, 81% of the companies in the S&P 500 have reported actual results for Q1 2018. In terms of earnings, more companies are reporting actual EPS above estimates (78%) compared to the five-year average. Read more: https://insight.factset.com/sp-500-earnings-season-update-may-4-2018

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S&P 500 Earnings Season Update: April 27, 2018

To date, 53% of the companies in the S&P 500 have reported actual results for Q1 2018. In terms of earnings, more companies are reporting actual EPS above estimates (79%) compared to the five-year average. Read more: https://insight.factset.com/sp-500-earnings-season-update-april-27-2018

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Is $92,000 per Year Pocket Change?

Financial & Estate Planning Update: Is $92,000 per Year Pocket Change? At age sixty-five, there is an approximate 66% chance that person will need long-term care (LTC) at some point in their life going forward. On average, women need care […]

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Individual Bonds, Bond Funds and Bond Exchange Traded Funds

From the Desk of the Investment Policy Committee:  April 2018 – Individual Bonds vs. Bond Funds and Bond Exchange Traded Funds There are many ways of investing in fixed income to properly diversify a portfolio.  Often, bond mutual funds or […]

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