#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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