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Resource Library
Investment Articles
Timeless Wisdom By Jim Miller, CFP, President & CEO
—Notes on The Intelligent Investor, by Benjamin Graham (Q4, 2007)
Why We Invest in Mutual Funds By Jim Miller, CFP, President & CEO
—What is the most prudent way to invest, given the objectives of our clients and the uncertainties of the investment markets? (Q3, 2007)
The Evolution of the Financial Services Industry By Jim Miller, CFP, President & CEO
—Three generations of change (Q2, 2007)
Is This a Good Time to Invest? By Jim Miller, CFP, President & CEO
—With all of the uncertainty in the world, is this a good time to invest in the financial markets? (Q1, 2007)
When Is Patience Warranted? By Jim Miller, CFP, Senior Trust Officer
—Pitfalls of fear-/greed-based investing (Q3, 2006)
Just What Does MTC Do? By Jim Miller, CFP, Senior Trust Officer
—Summary of services and philosophy (Q2, 2006)
Read Or Not, Here It Comes. By Jim Miller, CFP, Senior Trust Officer
—Setting a positive example for heirs means successful wealth transfer (Q1, 2006)
A Philosophical Approach To Investing. By Jim Miller, CFP, Senior Trust Officer
—Understanding your own investment philosophy (Q4, 2005)
The Clock Is Ticking. By Jim Miller, CFP, Senior Trust Officer
—Examining mortality: pursue your passions; hand off the management of finances (Q3, 2005)
Art As An Investment. By David Bosworth, Trust Investment Officer
—Adivce from an expert (Q2, 2005)
Fiduciary Accountability—Liable To Give The Best Advice. By Jim Miller, CFP, Senior Trust Officer
—Critical information for consumers of financial services (Q1, 2005)
Getting Your Affairs In Order—Procrastinators Beware.
—Avoiding family financial disagreements during transition (Q4, 2004)
Diversification Is Critical To Long-term Success.
—Portfolio and disciplined diversication (Q3, 2004)
Protection From The Person In The Mirror. By Jim Miller, CFP, Senior Trust Officer
—Don't let fear and greed cloud your ability to reason (Q2, 2004)
March Madness. By Jim Miller, CFP, Senior Trust Officer
—Thoughts on divesification, research and a disciplined process (Q1, 2004)
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