1 Year Anniversary

1 Year Anniversary

On June 1st our staff celebrated our First Anniversary as an independent trust company with Looie and the Chattanooga Lookouts. It’s been an incredible year and we’re thankful for the …

Atlanta Bar Association

Atlanta Bar Association

Gail Davis, our trust administrator, recently presented to the Atlanta Bar Association about how to structure special needs trusts to provide for family members with a disability.

Market Update: November 2018

Market Update: November 2018

Economic growth exceeds 3.5% in the third quarter. This pace of economic growth was a slowdown from the 4.2% pace in the 2nd quarter of 2018. The growth was slightly above consensus estimates and was boosted by strong growth in inventories.

Market Outlook: August 2018

Market Outlook: August 2018

On the economic front, second-quarter growth was at slightly more than 4.1%, a level not seen in four years. We maintain a positive view of global growth and equities in general but with some downside risks increasing at the margin.

Market Outlook: May 2018

Market Outlook: May 2018

Gross domestic product (GDP) grew by a surprisingly stronger-than-expected annualized pace of 2.3% in the first quarter of 2018, representing the best first-quarter growth in three years. Meanwhile, muted wage growth reinforced the Fed’s gradual approach to raising interest rates.