September 1, 2023
Equity markets pulled back in August, as the S&P 500 was down -1.59%, US small caps -4.14%, US mid-caps -2.89%, international developed -3.76%, and emerging markets -5.50%1. The US Aggregate Bond Index declined -0.64% in August1.
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Retirement Trusts
| 9 min read
Principles of Business Succession Planning
Business owners devote countless hours and resources to grow a successful enterprise. However, it is equally important to plan for the future of your business. Business succession planning ensures continuity and longevity by providing a smooth transition of ownership, management, and assets to the next generation or designated beneficiary.
| 5 min read
MTC Announces Elections of Jeff Stokes and Robert Moser to its Board of Directors
TAMPA— August 14, 2023 —Today, Members Trust Company (MTC), a nationally chartered trust and investment firm owned by credit unions, announced the election of Jeff Stokes and Robert Moser to its board of directors.
| 6 min read
What is a Charitable Donation Account?
Are you a credit union executive looking for an efficient and effective way to support your charitable giving strategies? A Charitable Donation Account (CDA) is an investment account that grants credit unions special investment capabilities while supporting their donations to foundations and charities.
| 8 min read
Benefits of Converting Traditional IRAs to Roth IRAs
Are you considering switching from a traditional IRA to a Roth IRA? Converting a traditional IRA to a Roth IRA can result in improved retirement planning and increased financial security, but it may not be the right choice for everyone.
