Thought Leadership
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...
Weathering the Storm: Opportunities in Adversity
A philosophy can be defined as “an attitude held by an individual or...
The Power of Narrative
Do you recognize the following story? An aging patriarch runs a family business. ...
Coronavirus: Views on Volatility through a Historic Lens
Inboxes have been especially full lately. The contents are not e-mails from worried...