American Trust Wealth is now part of Ascensus.
Ascensus has completed its acquisition of American Trust Wealth. Read the official press release for details.
Time is perhaps the most influential piece in the financial planning puzzle. In his days, Albert Einstein contributed extensively to humanity’s understanding of the complexities of time, and he has provided some of the absolute best, uncomplicated, explanations of...
Earlier this year the dreaded “R” word - Recession - was on everyone’s mind. And with good reason. Recall how poorly the US economy appeared this past winter, with inflation persisting, interest rates rising, corporate profits waning and consumer...
In the sweltering heat of July, my family embarked on a journey to the distant and magical realm of Disney World. Over four exhaustive days, we immersed ourselves along with the other 57,000 daily visitors in a world where fairy tales come alive and where dreams, no...
For many Americans, summer means pool days, baseball games, and perhaps a summer vacation. While we’re all enjoying more time outdoors (or indoors away from oppressive heat waves), the dog days of summer also mean back-to-school season is looming right around the...
When two worlds collide, there is bound to be a spectacle. This past weekend, Cincinnati experienced such a collision as the city teemed with an influx of music and sports enthusiasts. The city, already known for its love of baseball, was not just painted red by...
Smart technology surrounds us. Each day, we carry smart phones in our pockets, monitor our fitness with smart watches, and sleep in smart homes. We may all soon commute in smart cars driving on top of smart concrete. Yes, smart concrete! The current scientific and...
The original idea behind the mutual fund was a basic one—allow investors to build and access a diversified portfolio without high trading costs. Now, almost 100 years later, there are over 10,000 mutual funds and ETFs available in the U.S. that span almost all asset...
A Tale of Molasses and Misfortune On the morning of January 15, 1919, the residents of Boston could not have imagined the catastrophe that would ensue later that afternoon. The United States Industrial Alcohol Company (USIA), nestled in the North End neighborhood of...
There have been several studies looking at how men and women invest differently that are pretty interesting. In honor of Women’s History Month, it may be appropriate to call attention to the fact that most studies have shown that women fair better as investors than...
The Federal Reserve just raised interest rates again. Inflation is on the rise. The unemployment rate remains low despite a recent wave of corporate layoffs. What does it all mean? That is the quintessential investor question, and it is a difficult one to answer. The...