News and Insights
News & Insights 
A Financial Planner Breaks Down the Choice Between a Lump-Sum and a Pension Retirement Option
By David Stubblefield, CFP®, CDFATM
June 7, 2019
What Financial Matters Should College Graduates Tackle Right After the Commencement Speech?
By Rachel O’Shia, CFP®, CFA
May 16, 2019
Doing Well By ‘Doing Good’ Through Sustainable Investments
By Barbara Turley, CFA®
March 6, 2019
What Happens When an Adult Child Inherits an IRA from a Parent
By Robert E. Whitney, Jr., CFP®
Vice President, Senior Financial Planner
January 6, 2019
2019 Market Outlook
January 2019
An Unwelcome Combination for Mutual Fund Shareholders
By Perry N. Burroughs, CPA
Vice President, Portfolio Manager
December 4, 2018
Paycheck Check-Up: Still Time To Make a Course Correction on W-4s
By Tom Bassett, J.D., CPA, AEP
Vice President, Tax Manager - East Region
September 20, 2018
Yet Another Reminder in the News – No Adult Should Die Without a Will
By Guy H. Hockerman, CPA, CFP®
Senior Vice President, Financial Planning Manager
August 30, 2018
Back to College: Did Your College Student Sign a Health Care Power of Attorney?
By Bruce Talen, J.D., CFA®
Senior Vice President, Director of Risk Management, Commerce Trust Company
August 14, 2018
Has Your Fixed Income Allocation Gone on Vacation? Now is Not the Time to Abandon Bonds.
By Brett L. Schowe, CFA®
Senior Vice President, Director of Fixed Income Research
August 1, 2018
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
By Don McArthur, CFA®
Senior Vice President and Director of Equity Research, Commerce Trust Company
March 21, 2018
By Jeff Burgess
President - Commerce Brokerage Services, Inc. & Director of Business Development – East Region, Commerce Trust Company
March 15, 2018
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:
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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.