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2018 Spring Newsletter
In this issue: 401k Rollover: Considering Your Options Dear Madame Francesca… Tell me some things about the new tax law that I don’t know from the incessant repetitive chatter. Signed, Fit To Burst The Trust Company of Virginia expands into Tennessee TCV App: Introducing a new, convenient option for viewing your accounts.
2018 Tax Reference Guide -Facts You Need to Know About Taxes
Your reference guide to 2018 Tax Rates, College Savings Incentives, IRA and 401(k) Contributions, Affordable Care Act Taxes, ABLE Accounts, and Social Security Benefits.
The Market Downturn
Comments from our Investment Group The U.S. stock market, at this writing is down 8% from its recent high. As we have discussed in the past, it is not unusual for a Bull Market to have a 5% to 10% correction every few quarters. The surprise is the rapidity of the decline. It has…
2017 Q4 Review and Outlook
The calendar turns over to 2018 leaving behind one of the least volatile years for equity markets in history. The S&P 500 returned 21.8% in 2017, finishing the fourth quarter up 6.6%, with a intra-year dip of only 3%…
Why Fiduciary Standards Should Matter To You.
The U.S. Department of Labor’s (DOL) new Fiduciary Rule is intended to address conflicts of interest that permeate the financial industry. Although many of our peers have had to alter their business practices to comply with the rule, nothing will change here at The Trust Company of Virginia. Find out what the new rule intends…
2017 Q3 Review and Outlook
Nearing the end of the year creates a natural inclination to reflect on where the markets have been, where they are, and where they may be in the future. In the third quarter the song remained very much the same as previous quarters…
2017 Q2 Equity and Fixed Income Commentary
Despite headwinds of rising interest rates, a decreasing likelihood of fiscal stimulus and high valuations, U.S. equity markets keep climbing…
2017 Spring Newsletter
What Your Children In Their 30s And 40s Should Know About Wealth Preservation Are you preparing your beneficiaries for wealth? Trust funds are not always lost to divorce or reckless spending. More often than not, children are simply not educated in wealth preservation. Being a conscientious steward of wealth is a tremendous responsibility. Heirs in their…
2017 Tax Reference Guide – Facts You Need to Know About Taxes
Your reference guide to 2017 Tax Rates, College Savings Incentives, IRA and 401(k) Contributions, Affordable Care Act Taxes, ABLE Accounts, and Social Security Benefits.
2016 Tax Reference Guide
Your Reference Guide to: 2016 Tax Rates, College Savings, Incentive IRA and 401(K) Contributions.