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MTC Market Minute
MTC Market Minute Sarah Stevens 6/9/25 MTC Market Minute Sarah Stevens 6/9/25

MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

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MTC Market Insights
MTC Market Insights Amanda Center 6/2/25 MTC Market Insights Amanda Center 6/2/25

MTC Market Insights

We are pleased to share the MTC Market Insights which offer our monthly and quarterly investment perspectives on economic and market developments.

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The Top 10 Questions to Ask When Creating an Estate Plan
Estate Planning, Wealth Management Sarah Stevens 5/23/25 Estate Planning, Wealth Management Sarah Stevens 5/23/25

The Top 10 Questions to Ask When Creating an Estate Plan

If you’re putting together an estate plan, there are a few key questions you’ll need to answer. Here are 10 of the most important questions to ask yourself (or your estate planning attorney) to ensure that your plan is complete and effective.

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The Importance of Having a Healthcare Directive in Your Estate Plan
Estate Planning, Wealth Management Sarah Stevens 5/22/25 Estate Planning, Wealth Management Sarah Stevens 5/22/25

The Importance of Having a Healthcare Directive in Your Estate Plan

As you think about your future, it’s important to start thinking about your estate plan. This includes making decisions about your healthcare and who will make those decisions for you in the event of incapacity. A Healthcare Directive is an important document within an estate plan.

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5 Common Estate Planning Mistakes to Avoid
Estate Planning, Wealth Management Sarah Stevens 5/20/25 Estate Planning, Wealth Management Sarah Stevens 5/20/25

5 Common Estate Planning Mistakes to Avoid

Trust and estate planning is an important part of ensuring the security of your family’s future. Unfortunately, many people make mistakes in estate planning that can have serious consequences down the line. To help you avoid these errors, here are five common trust and estate planning mistakes and how to prevent them.

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How To Choose a Trustee: 4 Key Considerations
Trusts, Wealth Management Sarah Stevens 5/19/25 Trusts, Wealth Management Sarah Stevens 5/19/25

How To Choose a Trustee: 4 Key Considerations

Choosing the right trustee to manage your assets is one of the most important steps in estate planning. What is a trustee? A trustee takes legal ownership of trust assets, manages the trust, and is responsible for carrying out the purposes of the trust.

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MTC Market Minute
MTC Market Minute Sarah Stevens 5/19/25 MTC Market Minute Sarah Stevens 5/19/25

MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More
Emerging Trends in Retirement Planning
Retirement Planning, Retirement, IRA Sarah Stevens 5/15/25 Retirement Planning, Retirement, IRA Sarah Stevens 5/15/25

Emerging Trends in Retirement Planning

Retirement planning has always been a complex process. It involves evaluating a multitude of factors, such as investment options, tax implications, government benefits, and personal lifestyle choices.

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Understanding Tax Implications of Estate Planning
Estate Planning, Taxes Amanda Center 5/13/25 Estate Planning, Taxes Amanda Center 5/13/25

Understanding Tax Implications of Estate Planning

For many people, estate planning can seem like a complex and intimidating process. With so many nuances in state and federal laws, it can be difficult to understand the tax implications associated with estate planning decisions.

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MTC Market Minute
MTC Market Minute Sarah Stevens 5/12/25 MTC Market Minute Sarah Stevens 5/12/25

MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More
What is a Charitable Trust & How Does it Work?
Estate Planning, Trusts Guest User 5/7/25 Estate Planning, Trusts Guest User 5/7/25

What is a Charitable Trust & How Does it Work?

Many people may not realize that charitable planning intersects with estate and business succession planning. Combining a charitable strategy and the sale of a business is a great way for owners to minimize taxes and provide equity for the next phase of their lives.

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MTC Market Minute
MTC Market Minute Sarah Stevens 5/5/25 MTC Market Minute Sarah Stevens 5/5/25

MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More
MTC Market Insights
MTC Market Insights Amanda Center 5/2/25 MTC Market Insights Amanda Center 5/2/25

MTC Market Insights

We are pleased to share the MTC Market Insights which offer our monthly and quarterly investment perspectives on economic and market developments.

Read More
Navigating Thin Margins: How Charitable Donation Accounts Help Credit Unions Thrive
Credit Unions Sarah Stevens 5/1/25 Credit Unions Sarah Stevens 5/1/25

Navigating Thin Margins: How Charitable Donation Accounts Help Credit Unions Thrive

The financial landscape for credit unions is facing unprecedented challenges. The Federal Reserve’s proposal to lower the debit interchange cap threatens to slash one of the few remaining stable sources of income for credit unions.

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MTC Market Minute
MTC Market Minute Sarah Stevens 4/28/25 MTC Market Minute Sarah Stevens 4/28/25

MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More
MTC Market Minute
MTC Market Minute Sarah Stevens 4/21/25 MTC Market Minute Sarah Stevens 4/21/25

MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More
MTC Market Minute
MTC Market Minute Sarah Stevens 4/14/25 MTC Market Minute Sarah Stevens 4/14/25

MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More
MTC Market Minute
MTC Market Minute Sarah Stevens 4/7/25 MTC Market Minute Sarah Stevens 4/7/25

MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More
MTC Market Insights
MTC Market Insights Amanda Center 4/1/25 MTC Market Insights Amanda Center 4/1/25

MTC Market Insights

We are pleased to share the MTC Market Insights which offer our monthly and quarterly investment perspectives on economic and market developments.

Read More
MTC Market Minute
MTC Market Minute Sarah Stevens 3/24/25 MTC Market Minute Sarah Stevens 3/24/25

MTC Market Minute

We are pleased to share the MTC Market Minute, which offers brief, yet comprehensive perspectives on key economic and market developments.

Read More
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Since 1987, we have been owned by America’s Credit Unions and share their values to act in the best interest of our clients. Regulated by the Office of the Comptroller of the Currency, we operate as a national wealth management firm under the fiduciary standard.

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