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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

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Jerry Wagner
Jerry Wagner
Jerry Wagner's Blog

Here you will find weekly updates on dynamic, risk managed investing 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.

Financial literacy is lacking, but what about literacy itself?

It’s the time for commencement addresses throughout the nation. During this time of year, politicians, entertainment figures, and prominent business personalities are called on to address the graduating classes of our many educational institutions. They celebrate the student accomplishments, the parents’ contributions, and throw in some advice on living in the real world.


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