Trent Doty and Roger Doty discuss timing the market vs time in the market. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.
Jan 30, 2024
19 min
Trent Doty and Roger Doty discuss and answer questions that have been sent in from previous episodes. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.
Jan 11, 2024
18 min
Trent Doty and Roger Doty discuss how elections and political parties impact the stock market, and take a look at which party is best for your investments. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.
Dec 26, 2023
15 min
Trent Doty and Roger Doty discuss municipal bonds and why now may a great time to consider adding them to your portfolio. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.
Dec 22, 2023
21 min
Trent Doty and Roger Doty discuss Health Savings Accounts and the triple tax advantage that these offer. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.
Nov 1, 2023
16 min
Trent Doty and Roger Doty discuss strategies for spending in retirement. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.
Oct 24, 2023
18 min
Trent Doty and Roger Doty discuss the important estate planning documents you should be aware of. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.
Oct 10, 2023
18 min
Trent Doty and Roger Doty discuss an introduction to buffered annuities, also referred to as registered index linked annuities. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.
Sep 19, 2023
16 min
Trent Doty and Roger Doty discuss business retirement plans and compare them to pension plans. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.
Sep 5, 2023
19 min
Trent Doty and Roger Doty discuss strategies for charitable giving how you may be able to give in a tax efficient manner. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.
Aug 22, 2023
21 min
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