Collage of family photos

The Importance of Selecting the Right Trustee

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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image of coronavirus over top of financial market image

Members Trust Company: Coronavirus Update

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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Members Trust investment team sitting at small table

Members Trust Company – the Forbes #1 Top Performer in Managed Exchange-Traded Fund Portfolios

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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Jonnathan De Jesus working on computer

Python in the Performance Team, Part 1: Finding the Problem

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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Adult female with special needs sitting in wheelchair in apartment

Special Needs Planning – The Basics about Preparing Financially for Your Child

In 2000, the US census revealed that over 20 million families had a family member with a physical or mental disability. That number has increased in the intervening 20 years, and each family requires ongoing, differential care for those members. Fortunately, medical advances have empowered families to take the necessary steps to provide that care […]

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