Predictions make for great headlines, but they don’t always come to fruition. In this episode of the Trending Report, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing and focusing on trendlines over headlines.
(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 ye
Magnolia Trust Company didn’t set out to build a traditional trust company. The firm grew from a CPA practice’s need to serve clients without taking on trustee liability—and evolved into a service provider advisors are actively seeking out. With shared ownership, no asset management, and a focus on collaboration, Magnolia Trust offers a different model. CEO Todd McMullen explains how structure, culture, and patience shape his firm’s approach to advisor relationships.