Trust Company Talks Trust Company of the South

In this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble are joined by Trust Company's chief investment officer, Dan Tolomay, to discuss the current state of the markets. Together, the trio explores market conditions, the impact of the Federal Reserve and China’s role in the global economy.Specifically, they discuss:Benefits of data-driven, long-term investing and the significant impact the top 10 S&P Index stocks had on its performance.The unpredictability and high valua...

In this festive edition of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Ira David Wood III, executive director of Theatre in the Park, as he prepares for his final year of portraying Ebenezer Scrooge in his very own musical adaptation of A Christmas Carol.Throughout the conversation, they discuss David's childhood memories in Enfield, North Carolina. They also delve into his extensive career as an author, actor, and producer and his work with Theatre in the Park—an org...

In this episode of Trust Company Talks, we sat down with Gavin Stevens, executive director at Alamance Community Foundation (ACF), an organization dedicated to strengthening Alamance County through inspired and collaborative giving. The foundation was established in 1991 in Burlington, North Carolina, and, as a long-term partner, Trust Company of the South has had the pleasure of witnessing the organization's impact on the Alamance community first-hand.Throughout the conversation, they discus...

In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by special guest Dave Beischer, a Trust Company of the South board member and fifth-generation Durhamite, to share his family's experience as a client of Trust Company of the South for the past 26 years.The conversation centers on Dave's relationship with Trust Company, and how it evolved over the years from fiduciary services to wealth management, investments, tax strategies, risk management, corporate execu...

In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Edward Saracino, senior portfolio specialist with Vanguard Financial Advisor Services, a longstanding investment partner of Trust Company of the South. During the conversation, Noble, Koonce and Saracino share insights on the current financial market, the pros and cons of different types of portfolio construction, and Vanguard's role as a resource to Trust Company clients.Some of the specific topics discus...

In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Trust Company of the South’s own chief fiduciary counsel, Westray Veasey, J.D, to offer an inside look at the important role trust and estate planning plays help safeguard your wealth and ensure your legacy lasts for generations to come.During this episode, some of the topics listeners will learn about include:The path that led Westray to become an estate planning lawyerThe definition of estate planning an...