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Disclosures

To our In My Opinion readers:
Everything in the newsletter pertains to strategies available on our Strategic Solutions platform at Trust Company of America. The same strategies are implemented on many other products: mutual funds, variable annuity, variable life and retirement platforms. Therefore, we expect the strategic discussion may be of interest to you. Note, however, that since these products have their own subaccount and fund universes and different internal expenses, the results and trading of the same strategy on other platforms may differ substantially from those described herein.

In My Opinion: Managed Retirement Plan Participants:
Most of you are managed using Lifetime Evolution and our sub-advised funds, so those topics will be most applicable to your account. But, more and more of you are in plans using Market Leaders. If so, that newsletter section may interest you

Market Hotline

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David Wismer
David Wismer
David Wismer's Blog

Here you will find weekly updates on the Active Management Market along with key solution updates.


To get started, view our latest article or scroll down to see a list of important updates, including the performance of our strategies.

Top 10 reasons why we procrastinate on retirement planning

I saw a fairly clever poster last week at my local library, sitting on top of a table laden with self-help books: TOP 10 REASONS I PROCRASTINATE. This table was not far from two other seasonal displays: one composed of 2016 federal and state tax return forms and another stocked with materials related to Money Smart Week.


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