Tag Archives: Trust and Wealth Management

Aaron Schaefer

Jan 08 2018

The Economy and Market from Here… at Hills January 2018


The Economy and Market from Here...at Hills.

Global stock markets continued to tack on gains as a result of positive earnings reports and economic data that has surprised to the upside.  Recent economic reports saw consumer sentiment edge higher, existing home sales rise despite expectations, and initial …
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Todd Joslin

Dec 27 2017

Wealth Management Spotlight: How to Determine Your Retirement Income Needs


what-are-my-retirement-income-needs

Is your retirement right around the corner or many years away? Either way, determining your income needs during retirement may seem like an impossible task. Learn how to determine your income needs during retirement from Todd Joslin, Trust and Wealth Management Officer. …
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Todd Joslin

Dec 18 2017

Wealth Management Spotlight: How Much Should You Save for Retirement


how-much-should-i-save-for-retirement

Retirement can seem like a big mountain to climb when thinking about the amount that you will need to save for it. Some of the details that can go into determining that number include the age at which you retire, your …
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Mark Ahlers

Dec 06 2017

Wealth Management Spotlight: Distribution Buckets


wealth-management-spotlight-distribution-buckets

As retirement nears, you will need to transition from a strategy of asset accumulation to a strategy of utilizing assets to provide you with a stream of income in retirement. Learn about retirement cash flow management from Mark Ahlers, Vice President, Trust …
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Mark Koch

Nov 13 2017

Wealth Management Spotlight: Saving Early


saving-for-retirement-early

It’s been said that there is no force on earth greater than the power of compound interest. Learn how saving early for retirement and compound interest pair up to work together for you from Mark Koch, First Vice President, Trust and Wealth Management …
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Aaron Schaefer

Oct 04 2017

The Economy and Market from Here…at Hills October 2017


The Economy and Market from Here...at Hills.

Domestic and International markets continued to gain ground despite a tumultuous quarter. Growing tensions with North Korea and two severe hurricanes that made landfall in Texas, the Caribbean, and Florida were not enough to keep markets from eclipsing record highs. …
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Aaron Schaefer

Jul 10 2017

The Economy and Market from Here…at Hills July 2017


The Economy and Market from Here...at Hills.

Despite disappointing economic growth in the first quarter and a string of uninspiring jobs reports, domestic stock markets continued reaching record highs.  The S&P 500 was up 3.09% in the 2nd quarter and has gained 9.34% year-to-date.  International markets rallied …
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Jeff Ritchie

Jun 26 2017

Part 2 of 2: Examining Account Types – Payable on Death Accounts


An account that contains a “Payable on Death” (POD) designation is very different than an account just in your name.  You are strongly advised to consult with your estate planning attorney before adding or removing POD designations as changes may …
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Jeff Ritchie

Jun 19 2017

Part 1 of 2: Examining Account Types – Joint Accounts with Survivorship


Thinking about opening a joint account? Here are some items to consider when opening a joint account with survivorship with someone other than a spouse:

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Aaron Schaefer

Apr 10 2017

The Economy and Market from Here… at Hills April 2017


The Economy and Market from Here...at Hills.

The stock market continued its march upward in the first quarter. Domestic stocks as measured by the S&P 500 rose 6.07% through March 31st. International markets fared slightly better, as the MSCI EAFE rose 7.39% over the same period. These …
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