Financial Planning
Trust Company of the South Ranked Among Top 25 Advisory Firms by Triangle Business Journal
We’re excited to announce that Trust Company of the South has been ranked...
Dan Tolomay in U.S. News & World Report: Staying Steady with 9 ETFs for Economic Downturns
In a recent feature by U.S. News & World Report, Dan Tolomay, chief investment officer...
Monthly Market Dashboard: Managing Expectations
Managing Expectations Labor Day Weekend signifies the end of summer. The kids are...
Trust Company of the South Featured in Triangle Business Journal’s Where the Money Lives
We’re proud to announce that Trust Company of the South has been featured...
Insights into Today’s Financial Landscape: A Conversation with Our CIO Dan Tolomay
The latest installment of Trust Company Talks features an insightful conversation with Dan Tolomay, Trust...
Watching the Sunset
One component of a well-advised estate plan is considering whether estate taxes may...
Dan Tolomay in Fortune Recommends: Navigating Your Finances Amid High Interest Rates
While the Federal Reserve held interest rates steady in July, speculation about potential...
Monthly Market Dashboard: A Gold Medal for Small Caps
The world has spent the last several weeks celebrating the small. We’ve all...
The Difference Between Good and Great with Legendary Broadcaster, Mick Mixon
In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are...