Monthly Market Dashboard — A Strong and Snowy Start
A Strong and Snowy Start For whatever reason, it just doesn’t seem…
Volatility Travels in Packs: A Conversation with Dan Tolomay on the 2026 Outlook
2025 rewarded equity investors, but it was not a straight line. In…
Q4 Review & Outlook: What Comes After a Three-Peat?
What Comes After a Three-Peat? On a late October afternoon in the…
Dan Tolomay Quoted in CNBC on AI, Productivity and Market Valuations
Dan Tolomay, CIO at Trust Company of the South, was recently quoted…
A Letter of Gratitude
In just a couple of weeks, another year of abundance will come…
Housing, Rates and the Affordability Squeeze: A Conversation with Jim Parrott
If it feels like housing has become a harder math problem, you're…
Monthly Market Dashboard – The Wall of Worry
The Wall of Worry This year has been another wonderful year for…
5 Key Tax Strategies to Consider Before the Year End
As my colleague, Jonathan Henry, wrote in July, the One Big Beautiful…
From AI Stocks to Crypto: A Conversation with Wes Crill of Dimensional Fund Advisors
AI headlines, meme stocks, crypto and mega-cap tech have all been front…