There are many challenges associated with ensuring your loved one with special needs receives the help and support he or she deserves throughout his or her life. Your family will have medical expenses – expected or unexpected – and will likely need to approach certain aspects of day-to-day activity differently. The most notable issue is […]
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Charitable giving is at the forefront of the minds of many credit union leaders. Survey results revealed at the Discovery Conference suggest that over 60 percent of CEOs would like to give more to increase their community impact. However, as a credit union, you need to focus on charitable giving while prioritizing the needs of […]
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Chris Morgan, CFA, Member Trust Company’s Vice President and Senior Portfolio Manager, shares with Adam Torres of Mission Matters Money the key to MTC’s track record in managing market volatility – first as a top performer during the financial crisis in 2008, and now during a pandemic. LISTEN TO THE PODCAST HERE Trust and investment […]
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Estate planning is one of the most essential – if uncomfortable – topics to proactively discuss. While it addresses your mortality head-on, it’s the most effective way you can organize your assets for your family and beneficiaries. During this process, you must make clear decisions and work with a qualified attorney to ensure that your […]
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I receive more than a few questions as a senior trust officer at Members Trust Company. These questions range from the general, “What are trust services?” and “What are the benefits of a trust?” to the more specific, “How do I open a trust?” or “How do I choose the right investment management firm?” Usually, […]
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Every day, there’s new information about the most recently discovered aspect of the coronavirus; its influence has spread across countries and impacted the global economy. While news outlets theorize about what this means for the market, Members Trust Company has experience with managing investments during difficult times. We rely on exchange-traded funds (ETFs) to manage […]
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Life can change in an instant. I was only 22 years old when my mother passed away from cancer. My parents had divorced eight years earlier, so she had named me—her eldest daughter—as trustee and executrix of her estate. I was a full time law student at the time, but had no practical knowledge about […]
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On March 11, 2020, the World Health Organization declared that the spread of SARS-CoV-2, the coronavirus that causes COVID-19, is officially a pandemic. This declaration follows clear evidence of community spread in several nations on multiple continents, initially beginning in China. In the months since Chinese scientists identified the virus, the scientific community around the […]
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Many Americans trust credit unions with their savings and investments. Since 2014, the number of Americans using credit unions surpassed 100 million. For most people, the customer-centric approach and proven stability of the credit union structure are attractive when deciding where to bank. It makes sense, then, that credit unions should work with a company […]
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The team at Members Trust Company (MTC) includes some of the industry’s most innovative players. Possessing a blend of financial experience, administrative acumen, and a plethora of specialized skills, they generate unique solutions that have far-reaching implications. Jonnathan De Jesus, Vice President, Senior Portfolio Manager, is one such example; he has already made a significant […]
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