I started my first job at sixteen, delivering newspapers to nearby neighborhoods early in the morning, while the dew settled on grass and birds awaited sunrise. I spent every morning biking down the pavement and soaking up the calmness of the dark as the world slept. Now age 65, I remember those days with fondness. […]
Read More »
When I met Dave, I felt like I got a second chance at love, or rather, I finally found my true love. Patient and welcoming, he is a great partner. To me, our marriage is about more than our own union – I added another member to my family, and he added four. I witnessed […]
Read More »
Helping our credit union partners give back to the communities they serve isn’t just part of our mission; it’s our mandate. Financial literacy. Education. Quality of life. Credit unions make our communities stronger. Which is why MTC pioneered a better way to fund your charitable giving focus while remaining responsible and accountable to your members, […]
Read More »
Before he lost his battle with leukemia, Paul lived as a wonderful father, husband, and friend. He stood by me while our son, Matthew, struggled with addiction, and when the trials were too heavy to bear, Paul carried us both toward tomorrow. Our wedding vows reflected the life we always wanted, one of love, safety, […]
Read More »
The pandemic caused an unprecedented shift in office dynamics, cohesion, and overall career satisfaction for employees and executives all over the world. The influx of stay-at-home orders and public concerns about COVID-19 caused a spike in remote work, and though many credit unions have adapted to changing circumstances with technology, they must apply equal focus […]
Read More »
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 […]
Read More »
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 […]
Read More »
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 […]
Read More »
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 […]
Read More »
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, […]
Read More »
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 […]
Read More »
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 […]
Read More »