Trust Company of the South

Do political events affect your investment decisions? In the newest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Jake DeKinder, CFA of Dimensional Fund Advisors to explore why tying your investments to political beliefs may not be the best approach. Jake emphasizes the need for patience, discipline and focus on long-term growth—regardless of market noise. He shares advice for novice investors and discusses how financial education is key to building a successful investment plan. Listen to the conversation now: https://lnkd.in/eng22Awu #trustcompany #longterminvesting #markets #financialplanning

Markets can be unpredictable, but discipline remains key to long-term success. In the latest Trust Company Talks episode, Bill Noble and Burke Koonce chat with Jake DeKinder, CFA from Dimensional Fund Advisors about why discipline and patience are key to successful investing. They discuss how an evidence-based strategy can help investors make informed decisions and resist the urge to react to market noise. Catch the full conversation and learn why sticking to the basics is more important than ever: https://lnkd.in/eng22Awu #trustcompany #investmentstrategy #financialliteracy

Black Diamond has played a crucial role in helping us deliver personalized, transparent, and efficient solutions.   Thank you to the SS&C Advent team for showcasing our partnership! We're excited to continue leading the way in innovative wealth management.    #WealthManagement #Fintech #ClientExperience #TrustCompanyoftheSouth

This quarter, we witnessed a significant shift: small cap and value stocks led the market higher, outperforming their larger, pricier counterparts. Diversification, once again, demonstrated its importance as the foundation of a resilient portfolio, helping investors manage risk while securing long-term gains. But there’s more at play this quarter than market trends. North Carolina has been hit hard by catastrophic storms, leaving entire communities in ruins. The outpouring of support has been inspiring, but the need for assistance continues. Please consider extending your help to those still facing hardships. Our latest quarterly commentary examines why diversification matters and how resilience is critical—in both markets and in life. https://lnkd.in/eZ8hQr78 #trustcompany #investmentstrategy #diversification #communitysupport

The devastation caused by Hurricane Helene in Western North Carolina has affected many of our friends, clients, and neighbors throughout the region. From Asheville to smaller towns and rural areas, the damage is widespread, with flooding and destruction affecting lives and livelihoods. At Trust Company of the South, both as a firm and as individuals, we are supporting local relief organizations working tirelessly to bring aid to these communities. While immediate relief is essential, we encourage everyone to consider making monetary donations to sustain long-term recovery efforts. Blue Ridge Public Radio has curated a list of organizations that are doing impactful work to help Western NC rebuild. We invite you to join us in supporting these groups. Click here to learn more: https://lnkd.in/e3-Ueuzq #communitysupport #disasterrelief #WesternNorthCarolina #HurricaneHelene #TrustCompanyoftheSouth #philanthropy #NCstrong 

Leah Jane Barnwell, CRPC®, strategic initiatives manager and principal, will be speaking at the SS&C Technologies Deliver Conference in New Orleans. She’ll be part of the panel discussion, Solutions for Ultra High Net Worth Clients | Personalization at Scale in Wealth Management, alongside other industry experts. We hope to see you there! https://lnkd.in/e_Hy8NyT #trustcompany #financialservices #wealthmanagement #networking

We’re proud to announce that Trust Company of the South has been ranked among the top 25 advisory firms by Triangle Business Journal, based on total assets under management! This recognition highlights our commitment to value-driven investment strategies and long-term growth. We continue to guide our clients confidently through today’s market, helping them build resilient financial futures. See the full Triangle Business Journal list here: https://lnkd.in/eF2Q8Bzy #wealthmanagement #TrustCompany #investmentstrategy

Are you considering selling your family business? The latest Trust Company Talks episode has practical advice from Charles Shook of Trestle Capital Partners and Leah Jane Barnwell, CRPC® of Trust Company. Key points include: - Why finding a buyer that aligns with your values is critical - Search funds as an appealing option for business owners - How well-positioned companies can still thrive in uncertain markets Listen now: https://lnkd.in/ezDjggtq #familybusiness #mergersandacquisitions #trustcompany

Are you compliant with the new Corporate Transparency Act 2024 rules? The Corporate Transparency Act 2024 has introduced new reporting requirements for U.S. businesses, aimed at enhancing transparency and preventing the misuse of anonymous companies. Most corporations, LLCs, and partnerships must now submit ownership details to FinCEN. Check out our latest article for a comprehensive look at how the new regulations impact businesses and the critical steps to stay compliant. This includes the importance of timely compliance to avoid fines and potential criminal charges. Read the full article: https://lnkd.in/eupkPjvQ #TrustCompany #CorporateTransparencyAct #BusinessCompliance

Selling a family business is never easy. In our latest Trust Company Talks episode, hosts Bill Noble and Burke Koonce sit down with our very own Leah Jane Barnwell, CRPC®, strategic initiatives manager, and Charles Shook, founder of Trestle Capital Partners, to discuss the emotional and financial aspects of small business M&A. Charles discusses the practical steps in preparing for the sale, including how search funds are emerging as a key strategy for owners looking to ensure their business thrives under new leadership. Leah Jane highlights the importance of choosing a buyer who respects a business's history and employees. Hear more about the process: https://lnkd.in/ezDjggtq #familybusiness #mergersandacquisitions #trustcompany