September brought the first cut to interest rates after 14 months. How might this impact investment portfolios? We examine the market implications in a new Commerce Trust Market Brief video with Scott Colbert, Chief Economist and Director of Fixed Income Management. https://hubs.ly/Q02S4pFT0
Commerce Trust
Investment Management
Kansas City, Missouri 3,399 followers
Commerce Trust is a leading provider of investment management, financial planning, trust and private banking.
About us
Commerce Trust is a division of Commerce Bank, providing specialized wealth management products and services to individuals, families, and institutional clients in wealth planning, investment management, private banking, and trust services. With over 100 years of wealth management experience, world-class capabilities, and unparalleled service, Commerce Trust has earned a reputation as one of the premier investment companies in the United States. Commerce Trust offers the products and services of a large national organization and possesses world-class resources located in-house, while still maintaining a service model of a boutique investment advisor. Commerce Trust is ideal for individuals, families, and institutions looking for comprehensive wealth management services, as well as a strong relationship with their trusted financial advisors.
- Website
-
http://www.commercetrustcompany.com
External link for Commerce Trust
- Industry
- Investment Management
- Company size
- 501-1,000 employees
- Headquarters
- Kansas City, Missouri
- Type
- Public Company
- Founded
- 1906
- Specialties
- Investment Management, Wealth Management, Institutional Asset Management, Trust Services, Estate Services, Private Banking, Foundation Services, Retirement, Non-Profit Services, and Financial Advisors
Locations
Employees at Commerce Trust
Updates
-
How did the markets perform in September? Commerce Trust presents Market Tracker, a comprehensive snapshot of various sectors, their returns and indices, prepared by our Investment Group.https://hubs.la/Q02RV24y0
September 2024 Market Tracker
commercetrustcompany.com
-
Nonprofit organizations play an essential role in our communities, yet many struggle fulfilling their missions in today’s shifting economic environment. Our latest episode of the Conversations with Commerce Trust podcast examines the pivotal role a trusted financial partner plays in helping nonprofits meet the needs of their communities. https://hubs.la/Q02RSXHT0
Funding the mission: Why nonprofits need strong financial partners
commercetrustcompany.com
-
Strategically donating to charity can support your philanthropic goals while providing tax and estate planning benefits. Read about the tax benefits of different strategies to ensure you are getting the most value from your donations. https://hubs.la/Q02Pdy540
Charitable Giving: Different Strategies and Their Tax Benefits | Commerce Trust
commercetrustcompany.com
-
Trusts are versatile estate planning tools that can help you transfer wealth in a structured way while minimizing your tax liability. Read about choosing a trust to explore different types of trusts and how they might benefit your comprehensive estate plan. https://hubs.la/Q02PjHM90
Choosing a Trust: Types of Trusts and Their Benefits | Commerce Trust
commercetrustcompany.com
-
How did the markets perform in August? Commerce Trust presents Market Tracker, a comprehensive snapshot of various sectors, their returns and indices, prepared by our Investment Group. https://hubs.la/Q02P08wP0
August 2024 Market Tracker
commercetrustcompany.com
-
Giving gifts to family members may have distinct estate tax advantages for the donor. Learn about strategies that maximize the financial benefits of your gifts for all involved. https://hubs.la/Q02NHN2L0
Giving to Family: Tax Efficient Gifting Strategies for Your Estate Plan | Commerce Trust
-
For high-net-worth families and individuals, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore our articles from the Private Wealth Management team at Commerce Trust to learn about tax-efficient estate planning strategies. https://lnkd.in/geT9an4r
Tax-Efficient Estate Planning Strategies
commercetrustcompany.com
-
Following robust gains in the first half of 2024, equity markets saw a sharp sell-off in early August. Is this the onset of a bear market? Commerce Trust doesn’t think so and outlines our position is outlined in a new commentary. https://hubs.la/Q02Nb-XZ0
Correction or Start of a Bear Market? | Commerce Trust
commercetrustcompany.com
-
In the August episode of the Conversations with Commerce Trust podcast, CIO David Hagee and senior investment strategy leaders outline their broader expectations for equity returns for the remainder of 2024. https://hubs.ly/Q02NcFfC0
Equities expectations for the rest of 2024 Podcast | Commerce Trust
commercetrustcompany.com