Tag Archives: Trust and Wealth Management

Erin Grabe

Dec 11 2019

Should You Save Money or Pay Off Debt?


save-money-or-pay-off-debt

Respect your elders. Don’t talk with your mouth full. Say please and thank you. Our parents have taught us many things, but what about how to balance managing debt – specifically, student loan debt– with saving money for retirement, our …
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Shelly Freemole

Oct 14 2019

4 Telltale Signs It’s Time to Reevaluate Your Business’s 401(k) Provider


Selecting and monitoring a retirement plan provider for your business is an important task. But once you’ve chosen your provider, it’s equally as important to evaluate their performance regularly to ensure you and your employees are getting the service you …
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Aaron Schaefer

Oct 03 2019

The Economy and Market from Here… at Hills


Economy and Market from Here at Hills.

Welcome to Fall. As the final quarter of 2019 begins, we reflect on the closing months of summer and look forward to the months ahead. Market returns were mixed. To date, large company stocks, as measured by the S&P 500, …
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Aaron Schaefer

Aug 06 2019

Market Update from Here at Hills


Market Update from Hills

First the good news. The S&P was up dramatically YTD through June 30 and we took advantage of that by trimming stocks in late June. We have had a longstanding stock overweight and we simply lowered our target stock exposure …
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Aaron Schaefer

Jul 05 2019

The Economy and Market From Here…at Hills July 2019


Economy and Market from Here at Hills.

There hasn’t been a shortage of excitement this quarter, and the markets took note with global equities showing heightened volatility over the past six weeks. After dropping nearly 7% in May, domestic markets bounced back in June resulting in a …
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Vincent Gaffney

Jun 24 2019

Wealth Management Spotlight: Your Estate Plan and Digital Assets


wealth-management-spotlight-digital-assets

What happens to your Facebook, iCloud, PayPal™, Instagram, or Gmail accounts after your death? These are known as digital assets, and the answer can be worth considering in your estate plan.

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Erin Grabe

Jun 17 2019

Wealth Management Spotlight: Wills vs. Trusts


wealth-management-spotlight-wills-vs-trusts

Wills and Trusts are both estate planning documents, but the way they transfer assets are different. We’re here to tell you about the differences between Wills and Trusts. Learn more about the differences between a Trust and Wills: https://vimeo.com/318620417

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Aaron Schaefer

Nov 20 2018

The Economy and Market From Here…at Hills November 2018


Economy and Market Here at Hills

It’s hard not to notice the decline in the stock market.  As much as we would all rather think about turkey and dressing, we don’t want the week to run out without at least some comment on the market.

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Aaron Schaefer

Oct 03 2018

The Economy and Market from Here… at Hills October 2018


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

The third quarter of 2018 was strong as far as domestic stock markets were concerned. The S&P 500 reached a record high near the end of September and finished the quarter up 7.71% and 10.56% so far this year. Strong …
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Shelly Freemole

Sep 26 2018

Wealth Management Spotlight: Roth or Pre-Tax, Part 2 of 2


wealth-management-spotlight-roth-part-2

Deciding whether to contribute to your 401(k) plan on a Roth or Pre-Tax basis can seem like a tough decision, but it doesn’t have to be. Here are 4 things to consider when deciding how to contribute to your 401(k) …
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