Thought Leadership
Silver Linings
The year 2020 was a remarkable year in many ways and forced each...
Breathe Easy…You Are Not Being Squeezed
The broad equity market is off to a quiet start with the S&P...
2020 Year-End Tax Planning
Year-end tax planning often comes with a bit of art sprinkled in with...
A Better Mousetrap
A little over a year ago, I wrote a blog post, “Value Stocks:...
Planning Before the End of 2020
The Tax Cuts and Jobs Act of 2017 (“TCJA”), signed into law at...
Behavioral Finance: Understanding Bias
At Trust Company of the South, we believe markets are efficient. This means...
FAQ Round Up with Dan
Over the last few months, the financial sector has experienced prosperity, decline and...
Weather Ahead
Flying blind Inside a dense layer of clouds, I couldn’t see anything outside...
How We Help: Putting our Family Office Services Model to Work for You
The original vision of our founders was to make a positive impact in...