Market News

by solutio | Nov 24, 2020

Market News

Stay current with what’s happening in the financial market with our monthly summaries and other articles of interest selected by Tri-Star’s investment partner, financial counselors, and more.

2021 Monthly Outlooks

April 2021
March 2021
February 2021
January 2021

2020 Monthly Outlooks

December 2020
November 2020
October 2020
September 2020
August 2020
July 2020
June 2020
May 2020
April 2020
March 2020
February 2020
January 2020

2019 Monthly Outlooks

December 2019
November 2019
October 2019
September 2019
August 2019
July 2019
June 2019
May 2019
April 2019
March 2019
February 2019
January 2019

2018 Monthly Outlooks

December 2018
November 2018
October 2018
September 2018
August 2018
July 2018
June 2018
May 2018
April 2018
March 2018
February 2018
January 2018

Our response to the COVID-19 pandemic:

Covid Update November 2020

Tri-Star Trust Preparedness and Response Plan (June 3, 2020)

COVID-19 Legislation Summary from Tri-Star Trust (March 27, 2020)

Tri-Star Trust, COVID-19 (March 24, 2020)

Closing Normal Access to Offices (March 18, 2020)

Tri-Star Trust, COVID-19 (March 16, 2020)

Articles/Blogs

Article: “Why Conscious Capitalism” by Gene Pickelman,
Tri-Star President and CEO (published August 2020, Michigan Bankers Association)

Financial Planning Newsletters

Get tips from your financial coaches as Tri-Star experts discuss the key concerns that many clients have about their financial lives.

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2021 Financial Planning Tips

February 2021: A Checklist to Help You Manage Your Money

2020 Financial Planning Tips

November 2020: Regulation Best Investor
June 2020: Michigan Auto Insurance Changes to Personal Injury Protection Coverage
April 2020: Investment Planning “Steps to Take Since the Sports World Is Closed”
January 2020: Retirement Plan Changes

2019 Financial Planning Tips

July 2019: Instilling Good Financial Habits in Children
April 2019: Estate Planning Must-Dos

Archives

Inheriting Retirement Accounts
Roth IRAs
Tax Cuts and Job Act Summary
Identity Theft
College Planning
State of Retirement
Health Savings Account
4% Withdrawal Rate
Health Insurance Option
Protecting Your Identity
Social Security Policy
Age Isn’t Just a Number
Cost of Healthcare
A Rising Economic Force
Digital Assets
Caring for Your Elderly Parents
Emergency Fund
Decanting
401(k) Plan Loans
Planning in an Uncertain Tax Environment
Social Security Options
Planning for Retirement
Year-end Tax Planning
Key to an Effective Estate Plan
Retirement Spending
Financial Planning in a Changing World
Recipe for Financial Success
Higher Taxes
Financial Planning for Women

Market News

Stay current with what’s happening in the financial market with our monthly summaries and other articles of interest selected by Tri-Star’s investment partner, financial counselors, and more.

2021 Monthly Outlooks

April 2021
March 2021
February 2021
January 2021

2020 Monthly Outlooks

December 2020
November 2020
October 2020
September 2020
August 2020
July 2020
June 2020
May 2020
April 2020
March 2020
February 2020
January 2020

2019 Monthly Outlooks

December 2019
November 2019
October 2019
September 2019
August 2019
July 2019
June 2019
May 2019
April 2019
March 2019
February 2019
January 2019

2018 Monthly Outlooks

December 2018
November 2018
October 2018
September 2018
August 2018
July 2018
June 2018
May 2018
April 2018
March 2018
February 2018
January 2018

What’s Happening in Our World

Bob Rathbun Joins the Tri-Star Team (March 2021)

Tri-Star Trust Promotes Jonathan Pickelman to Vice President, Relationship Manager (March 2021)

Becky Carrier Takes Position as Investment Manager and Trust Officer (January 2019)

Kara Francke Takes Position as Relationship Assistant (November 2018)

Jordan Waier Takes Position as Financial Planning Assistant (August 2018)

Steven Hill Takes Position as Vice President and Investment Officer (August 2018)

Tri-Star Announces CEO Retirement (June 2018)

Joe VanderKelen Joins Tri-Star Board of Directors (March 2018)

Tri-Star Promotes Jenny Diederich to Employee Benefits Assistant (February 2016)

Jane Hagen Earns New Credential (February 2016)

Jenny Diederich Joins Tri-Star Trust Team in Midland (October 2015)

The Joys of Giving
November 24, 2020

CARES Act Highlights with Rachelle Kell
July, 2020

The Culture of Tri Star 2020
October, 2020

Tri-Star’s Ben Bakken on Fox 47
July, 2020

Saginaw

(989) 921-0010
1004 N. Michigan Ave.
Saginaw, MI 48602

Lansing

(517) 827-0045
3511 Coolidge Rd., Suite 300
East Lansing, MI 48823

Midland

(989) 492-7620
200 E. Main St., Suite 100
Midland, MI 48640

Frankenmuth

(989) 652-6600
160 S. Main St., Suite 2
Frankenmuth, MI 48734

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