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News and Insights

News & Insights Commerce Brokerage Services Inc

Stocks Have Had a Nine-Year Run – Where Do Investors Go From Here in an Already Rich Equity Market Environment?

By Barbara S. Turley, CFA®
Senior Vice President, Director of Investment Research
June 6, 2018


Receive a Completely Unexpected “IRS” Tax Refund in Your Bank Account? STOP!!! Don’t Take the Bait!

By Tom Bassett, J.D., CPA
Vice President, Tax Manager - East Region
March 28, 2018


Curious About Cryptocurrencies? Investors Need to Make Sure They Separate “Investing” from “Speculation”

By Don McArthur, CFA®
Senior Vice President and Director of Equity Research, Commerce Trust Company
March 21, 2018


Research Says Investors Rate “Sense of Security and Peace of Mind” Top Requirement From Their Advisors

By Jeff Burgess
President - Commerce Brokerage Services, Inc. & Director of Business Development – East Region, Commerce Trust Company
March 15, 2018


Tax Reform Bill Will Require Nonprofits to Refocus Their Donor Conversations on Tax-Efficient Planned Giving Strategies

By Amy Pieper, CTFA
Senior Vice President, Director of Nonprofit Services, Commerce Trust Company
March 7, 2018


What Does Tax Reform Mean for ‘529 Rules’

By Andy Hoffman, CFP®
Private Client Advisor, Commerce Trust Company
January 31, 2018


2018 Market Outlook
January 2018


Higher Investment Returns Mean Higher Capital Gains Taxes

By Nick Burroughs, CPA
Vice President, Portfolio Manager, Commerce Trust Company
December 13, 2017


Do We Invest with Our Hearts or Minds? (Part Two)

By George Nicola, CFP®, CIMA®
Vice President, Senior Portfolio Manager, Commerce Trust Company
December 6, 2017


Do We Invest with Our Hearts or Minds? (Part One)

By George Nicola, CFP®, CIMA®
Vice President, Senior Portfolio Manager, Commerce Trust Company
November 22, 2017


Where Self-Serve Investments Fall Short

November 8, 2017


Back to College: Did Your College Student Sign a Health Care Power of Attorney?

By Bruce Talen, J.D., CFA®
Senior Vice President, Senior Trust Counsel, Commerce Trust Company
August 17, 2017


Economics 101 with Scott Colbert – Watching the Paint Dry at the Federal Reserve

By Scott Colbert, CFA®
Executive Vice President, Chief Economist, Director of Fixed Income, Commerce Trust Company
July 26, 2017


2017 Midyear Market Outlook
June 2017


Housing Market Steps into the Spotlight Just as New Auto Sales Begin to Fade

By Scott Colbert, CFA®
Executive Vice President, Chief Economist, Director of Fixed Income, Commerce Trust Company
May 30, 2017


Considerations Before Buying a Second Home

By Ryan Fleming
Relationship Manager, Commerce Trust Company
May 24, 2017


Durable Power of Attorney - Controlling What You Can If Incapacity Strikes

By David Stubblefield, CFP®, CDFA®
Senior Financial Planner, Commerce Trust Company
May 4, 2017

Disclosures

The information provided on this website is not meant as a recommendation or endorsement of any specific security or strategy. An individual’s situation can vary; therefore the information provided above should be relied upon only when coordinated with individual professional advice.

Mutual funds, annuities, and other investment products:

Not FDIC-insured

May lose value

No bank guarantee

Commerce Brokerage Services, Inc., Member FINRA/SIPC, is a wholly owned subsidiary of Commerce Bank. This site is not intended for use by, or to provide any information to, investors in any state where Commerce Brokerage Services, Inc. is not registered or in any jurisdiction outside the United States of America where such use would be prohibited or otherwise regulated. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.