Commerce Trust Magazine  

2023 Winter Issue

A collection of articles on financial planning to help you understand your family’s personal and financial goals. 

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In this issue:

  • What to Know About Secure 2.0 Act Updates and Your Retirement

  • Acting on Your Financial Goals 

  • Options for Extra Cash and Short-term Financing

  • Investing From a Women's Perspective

  • How a Document Review Can Help You Achieve Your Goals

  • Consider Life Insurance That Pays for Long-Term Care

  • Protecting Art and Collectibles in Your Estate Plan

  • Year-End Checklist for Conversations with Your Wealth Management Advisors

     


 

This publication, created twice a year, features some of our most popular articles that are written by our in-house professionals.

We regularly provide educational content that helps make sense of economic and market events and how they may impact your financial situation. Sign up for ongoing communications by filling out the form.

 

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About Commerce Trust

 

It Takes a Team to Unlock True Opportunity 

For more than 100 years, the Commerce Trust team of experienced wealth specialists have helped both individuals and institutions spot opportunity amid increasing complexity and achieve their long-term financial goals.
 

Committed to Meeting Your Needs

Whether you have established wealth, are transitioning to a new level of wealth, are experiencing a change in your family situation, or are preparing for how your wealth will shift between generations, we provide objective advice and financial strategies to help guide your financial decisions for today and for the future.
 
We can help you see the big picture of your financial life, define and prioritize your financial goals, execute your financial plan, and proactively track its progress along the way to preserve and continue to grow your wealth for future generations. With the Commerce Trust team on your side, you can feel confident and secure about the future.
 
 

A Legacy of Strength and Stability

For more than a century, Commerce Trust has been a leading provider of investment management, financial planning, trust and private banking services. Our clients benefit from the insight gained by our experience administering over $61 billion in total client assets1 through all market cycles. Learn more about our approach to helping ensure your long-term success.

 

[1] Assets under administration as of September 30, 2023.
 

 

Past performance is no guarantee of future results, and the opinions and other information in the commentary are as of November 21, 2023. This summary is intended to provide general information only and is reflective of the opinions of Commerce Trust. While Commerce may provide information or express opinions from time to time, such information or opinions are subject to change, are not offered as professional tax, insurance or legal advice, and may not be relied on as such. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Diversification does not guarantee a profit or protect against all risk. This material is not a recommendation of any particular investment or insurance strategy, is not based on any particular financial situation or need, and is not intended to replace the advice of a qualified attorney, tax advisor or investment professional. Commerce does not provide tax advice to customers unless engaged to do so. Commerce does not provide legal advice to its customers. Consult an attorney for legal advice, including drafting and execution of estate planning documents. Commerce Trust does not provide advice related to rolling over retirement accounts. 

Commerce Trust is a division of Commerce Bank. Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE