Angelina Eden, Author at Members Trust Company

Wealth Management

| 8 min read

What Types of Investments Can Be Held in an IMA Account?

ShareIf you are looking for investment options but are not sure where to start, an Investment Management Account (IMA) may be a great option for you.

Wealth Management

| 9 min read

Minimizing Market Risk Through Low-Cost ETFs

ShareWith stock market volatility, investors can feel some trepidation when deciding where and how to invest their money. Incorporating low-cost exchange traded funds (ETFs) into long-term investment strategies can provide a viable solution for those looking to safeguard their portfolios from unanticipated risks —without sacrificing returns.

Wealth Management

| 8 min read

Tax Strategies for Minimizing Capital Gains with Cost Basis Planning

ShareAs an investor, understanding cost basis planning can help you maximize your return on investments while minimizing costs.

Wealth Management

| 6 min read

Incorporating Tax-Efficient Investing into an IMA Strategy

ShareIn this blog post, we’ll explore how tax-efficient investing fits into an IMA portfolio strategy and how to optimize investments for your benefit. Tax-efficient investing is a core component of any Investment Management Account (IMA) strategy.

Trusts

| 7 min read

Understanding Tax Implications of Estate Planning

ShareFor many people, estate planning can seem like a complex and intimidating process. With so many nuances in state and federal laws, it can be difficult to understand the tax implications associated with estate planning decisions.

Wealth Management

| 8 min read

Strategies for Managing Long-Term Care Costs with Insurance

ShareAs the population ages, more and more people are finding themselves in need of long-term care. This care can be costly, so it’s important to have a plan in place to manage those costs.

Trusts

| 9 min read

The Top 10 Questions to Ask When Creating an Estate Plan

ShareIf you’re putting together an estate plan, there are a few key questions you’ll need to answer. Here are 10 of the most important questions to ask yourself (or your estate planning attorney) to ensure that your plan is complete and effective.

Trusts

| 7 min read

The Importance of Having a Healthcare Directive in Your Estate Plan

ShareAs you think about your future, it’s important to start thinking about your estate plan. This includes making decisions about your healthcare and who will make those decisions for you in the event of incapacity.

Wealth Management

| 7 min read

Investing 101: A Guide to Understanding Exchange-Traded Funds

ShareAre you new to investing and interested in learning about exchange-traded funds (ETFs)? Then this blog post is for you!

Trusts

| 9 min read

Understanding Your Options: A Guide To Different Types of Insurance Policies

ShareAre you looking for ways to manage the risks associated with aging or an uncertain future? If so, familiarizing yourself with various types of insurance policies is essential.