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November 5, 2026

Monthly Market Dashboard — Tech Wreck

Tech Wreck Markets were uneven in October, with significant cracks occurring in…
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October 22, 2026

Burke Koonce Featured in The Wall Street Journal on Inflation and the U.S. Dollar

Burke Koonce, Chief Investment Strategist and Principal at Trust Company of the…
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October 22, 2026

Burke Koonce Quoted in Dow Jones Newswire on Treasury Yields and Bond Investing

Burke Koonce, Chief Investment Strategist and Principal at Trust Company of the…
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October 22, 2026

Evidence-Based Investing: What the Research Tells Us with Dr. Steve Horan

Dr. Steve Horan, Professor of Finance at the University of North Carolina…
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October 13, 2026

Q3 2026 Review & Outlook: Witches’ Brew

Witches’ Brew The third quarter of 2026 is in the books, and…
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September 24, 2026

Modernizing North Carolina’s Investment Strategy: A Conversation with North Carolina State Treasurer Brad Briner

North Carolina State Treasurer Brad Briner joins hosts Bill Noble and Burke Koonce on the newest…
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September 10, 2026

Bill Smith Quoted in CIO on Family Office Transitions and Multigenerational Planning

Bill Smith, President and CEO at Trust Company of the South, was…
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September 10, 2026

Monthly Market Dashboard — Return of the Ka-Ching

  Return of the Ka-Ching The markets have enjoyed a healthy broadening…
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August 20, 2026

Why Your Outdated Estate Plan Could Be Costing Your Family: A Conversation with Westray Veasey and Chris Hewitt

Many people created their estate plan years ago and haven't touched it…
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