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Magnolia Trust: Built From Within to Serve Advisors

by Madeline Voss Contributor
Magnolia Trust Company didn’t start with a pitch deck or a market gap analysis. It started with a phone call—or rather, many of them—from clients of a 45-year-old Atlanta CPA firm who needed a corporate trustee and kept asking the firm’s partners to fill the role.

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Magnolia Trust: Built From Within to Serve Advisors

Magnolia Trust Company

JPMorgan Says Firms Avoid Raising Forecasts Due To War Concerns

(Bloomberg) - Doubts triggered by the Middle East conflict are feeding into US earnings, with some companies refraining from increasing forecasts despite a strong start to the year, according to strategists at JPMorgan Chase &am

MIT Professor Says Most Americans Using AI For Financial Advice Are Doing It Wrong

A growing share of U.S. households is incorporating artificial intelligence into financial decision-making, creating both an opportunity and a challenge for registered investment advisors (RIAs).

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Commentaries

Why Hedge Fund Baron Jeff Vinik Can't Keep The Lights On

The sun rises and sets. The tides come in and go out. The moon waxes and then wanes. Jeff Vinik launches hedge funds, and then closes them.

Commentaries

Ron Baron: Warren Tax Plan Is "Nuts" But Soros Loves It

Baron Capital founder also has a startling 650,000 target on the Dow, provided of course investors will "hold the course" until the early 2070s.

Commentaries

Don’t Act Like The Cowardly Lion: Overweight Banks Like Warren Buffett

Should the entire financial sector sell at a huge market discount? Maybe this is what percolates in Buffett's brain but he never shows all his cards.

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Bob Shiller: "Trump Effect" Negates Recession Triggers

Yale economist is better known for seeing bubbles everywhere all the time. For once he can't find anything wrong with the economy for years to come.

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Model Portfolios + Strategists

“Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record

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Oil Prices May Spike Again As 'Something is Off' With the Current Math, JPMorgan Says

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Kevin Warsh Outlines A Potential Shift In How The Fed Measures Inflation

TAMPs

Absolute Capital Built a Platform for the One Client Asset Most Advisors Can’t Access

Retirement Channel

For Many Americans, Fear Of Going Broke In Retirement Outweighs Fear Of Death

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