Conversations with Commerce Trust

Conversations with Commerce Trust

By Commerce Trust CompanyBusinessInvesting
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Conversations with Commerce Trust episodes

  • Breaking Down the Choice of Lump-Sum vs. Pension Retirement Options

    Commerce Trust Company Senior Financial Planner David Stubblefield, CFP, CDFA, has vicariously “retired” more than 600 times – through writing individual financial plans for his clients. Since you are likely to retire only once, David would like to share what he’s learned in a lifetime of retiring others. Doing anything hundreds of times more than others really does give you some perspective. So for you almost-retirees out there, put the worry beads down for a minute. Let David break it down for you so you can sleep at night.

    13 min
  • Sustainable Investing: Doing Well By ‘Doing Good’

    Listen as Commerce Trust Company’s Director of Investment Research Barbara Turley discusses sustainable investments and how investors are including these impact investments in their portfolio successfully without sacrificing returns. 

    Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

    12 min
  • Fixed Income Outlook

    Senior Portfolio Manager, Doug Koester, discusses interest rate hikes, the bond market and inflation and how they fit into our 2019 Outlook, “Pushing Forward”. Which promotes the idea that powering through the market’s dips and turns will require superior investment savvy along the way. 2019 will be a year to consult with your investment advisor and to rebalance portfolio assets as appropriate.
     Recorded on January 7, 2019

    6 min
  • 2019 Market Outlook Overview

    Our Chief Economist and Director of Fixed Income Management, Scott Colbert, CFA®, discusses how the stock market affects our 2019 Outlook, “Pushing Forward” which promotes the idea that powering through the market’s dips and turns will require superior investment savvy along the way. 2019 will be a year to consult with your investment advisor and to rebalance portfolio assets as appropriate.
    Recorded on January 7, 2019 

    Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

    18 min
  • Active vs. Passive Management Update

    Director of Investment Research, Barbara Turley, discusses asset allocation during market volatility and active versus passive asset management and how they fit into our 2019 Outlook, “Pushing Forward” which promotes the idea that powering through the market’s dips and turns will require superior investment savvy along the way. 2019 will be a year to consult with your investment advisor and to rebalance portfolio assets as appropriate.
     Recorded on January 8, 2019 

    Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts

    8 min

About Conversations with Commerce Trust

From the publisher's feed

Various specialists at Commerce Trust dive into the latest research, insights and market news in Conversations with Commerce Trust. From deconstructing the headlines to foundational investment…

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