Your Trusted Partner Since 1986

Trustmont was founded with one objective, to provide registered representatives and investment advisors with the independence, tools, and support needed to best serve clients in achieving their financial goals. Read More About Trustmont

The Trustmont Group is a national independent broker/dealer licensed to offer securities and investment advisory services.  Trustmont is a member of both the Financial Industry Regulatory Authority (FINRA) and the Securites Investor Protection Corporation (SIPC), and is also a Registered Investment Advisor with the Securities and Exchange Commission (SEC).

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Blogs

Checking Your Portfolio Isn't the Same as Reviewing It

Lacey Dochinez |
Categories
Investments
Retirement
Tax Planning
Risk Management
Estate Planning
Nearly half of investors check their portfolio at least once a day. 1 Many of them aren't reviewing anything. They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into. That's a different exercise. And the years around retirement are where the difference starts to matter most. The Habit That Isn't Doing What You Think It Is Checking a portfolio...

The Estate Plan That Looks Complete on Paper

Lacey Dochinez |
Categories
Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign. The plan is right there in the drawer. The folder is labeled. The signatures are in place. It just doesn't do what the family thought it would do. That's the version of estate planning that catches people off guard — not the absence of a plan, but the presence of one that quietly stopped working somewhere...