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Emotional Investing July 24, 2017 We like to think that since the advent of modern portfolio management practices, investing in stocks and bonds has become a cerebral, analytical process with no room for emotion. The truth is that most investors, even institutional investors, are buffeted by emotional turbulence from time to time,... Click Here To Read More
The Problem of Faithless Trustees July 24, 2017 There's been quite a bit of press coverage of "fiduciary duties" when it comes to professionals giving financial advice. Bank trust departments and trust companies always have been held to the fiduciary standard, and are proud of it. Unfortunately, there are some documented cases when... Click Here To Read More
Why Choose Centier Financial Partners as your Corporate Trustee? April 20, 2017 Centier Financial Partners provides professional trust and investment management to our clients in a fiduciary capacity. Click Here To Read More
There's Fiduciary, And Then There's Corporate Fiduciary April 6, 2017 To the layman, the difference in these two statements may not seem like much. To lawyers and regulators, there is a world of difference. Click Here To Read More
Retirement Readiness April 6, 2017 Dear Trust Officer: How much money must I have in order to be able to retire? Is $1 million enough? -Peak Earning Years Click Here To Read More
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