Investment Management · Trust Services · IRAs & Retirement Investing · Endowments · Estate Planning · Legacy & Gift Planning

The Fiduciary Rule

The Fiduciary Rule

The US government is doing something positive for retirement investors. The Department of Labor is putting out a new rule for financial advisors who provide investment advice on retirement investments:  they have to act in the best financial interest of the client and they have to disclose any conflicts they may have. This is called […]

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Real Estate Scam

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In a recent article in Sunday’s real estate section of the Chicago Tribune, columnist Kenneth R. Harney called attention to a scam hitting the real estate world. The new scam involves predators hacking into the real estate agent’s email, then following the email exchange, waiting for just the right moment to hijack the conversation. The hacker, making his […]

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Nina Larson’s Legacy: the Nina Larson Ministry House

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Nina Larson Ministry House from Covenant Trust Company on Vimeo. In 2004, Grace Evangelical Covenant Church transformed their parsonage into much needed office space. Nina Larson, a member of their congregation, left a charitable gift to the church through her estate when she passed, and Grace used that gift to fund the renovation of the […]

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Talking Retirement with Lavern Holdeman

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Lavern Holdeman, our Financial Services Representative for the ECC’s Midwest and Midsouth conferences, retired at the end of January after working for over 50 years — eight of those with Covenant Trust Company. In our latest podcast, Lavern talks about his journey from lawyer to FSR, discusses how retirement planning has changed in the last 50 years, […]

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Where Are We Headed?

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As a new year gets underway, our investment team takes the time to sit down with our investment consultant. We take a good, in-depth look at the current economic and investment data, looking at the US and around the globe. We look at what is going on in the world politically and what steps other […]

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