Trent Doty and Roger Doty discuss how elections and political parties impact the stock market, and take a look at which party is best for your investments. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss municipal bonds and why now may a great time to consider adding them to your portfolio. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss Health Savings Accounts and the triple tax advantage that these offer. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss strategies for spending in retirement. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss the important estate planning documents you should be aware of. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss an introduction to buffered annuities, also referred to as registered index linked annuities. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss business retirement plans and compare them to pension plans. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss strategies for charitable giving how you may be able to give in a tax efficient manner. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss an introduction to the basics of investing. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss the basics of tax loss harvesting and how the strategy can potentially be used to your benefit. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including possible loss of the principal amount invested.