Trust Company Talks

There's a question every long-running business has to answer: How do you keep doing the work well, year after year, after the founders are gone, the industry has changed and customer expectations have only climbed? Few restaurants in North Carolina have answered it as clearly as The Angus Barn.On the newest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Van Eure, owner and operator of The Angus Barn, the legendary Raleigh steakhouse her father co-founded more than six decades ago. Eure recounts the restaurant's origin story, her own unlikely path back into the family business after five years teaching school in Kenya and the leadership philosophy that has carried The Angus Barn into its current era.Most of the conversation centers on what Eure calls real hospitality, the kind that goes well past customer satisfaction into an experience that guests remember for years. She speaks to a hiring process focused on servant-hearted candidates, a service model that gives every employee the authority to resolve a guest issue on the spot and a set of practices that keep the entire team, including the dishwashers, focused on the same guest experience.In the conversation:The difference between customer service and real hospitalityThe hiring philosophy that produces a 4% turnover rate, against a 30% to 40% industry averageThe Opie Test and how it sharpens performance reviewsWhy every manager, including Eure herself, works the dish pit during busy shiftsEure's advice on sustainable leadership This is a conversation about people, the work of taking care of them and what it takes to do that well for a very long time.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

Every investor who considers alternatives is eventually faced with the same question: Is the added complexity worth it? The honest answer depends on what part of the category you're talking about, how you access it and what you're trying to accomplish with the allocation.The newest episode of Trust Company Talks takes that question on directly. Hosts Bill Noble and Burke Koonce are joined by Dr. Greg Brown, Distinguished Professor of Finance at the University of North Carolina's Kenan-Flagler Business School and founder and research director of the Institute for Private Capital, for a conversation covering the full breadth of the alternatives category.Greg has been researching hedge funds, private equity and private credit for more than two decades, and he brings academic rigor to a space often clouded by marketing language. He explains how each category actually behaves inside a portfolio and why the economic case looks quite different for each one.In this episode:The two economic reasons alternatives belong in a portfolioWhy the median venture fund disappoints while the average fund looks strongHow hedge fund alpha has decayed as more capital has entered the spaceThe redemption pressures currently playing out inside evergreen private credit fundsWhat individual investors should weigh before committing capital: liquidity, taxes and due diligenceGreg's take on alternatives in DC plans and the broader retailization of private marketsFor investors, advisors and board members working to make sense of a category that has grown well beyond its original definition, this episode is an hour well spent with one of the foremost academic voices on private markets.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

The assets inside a foundation or endowment were never meant to be spent all at once. They exist to support a mission today and keep supporting it decades from now, which means the way those assets are managed carries real stakes for real communities.In the newest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Walker Douglas, a CFP and wealth advisor in Trust Company's Greensboro office, for a wide-ranging conversation on what it actually takes to manage these pools of capital well. Walker works closely with nonprofits, foundations and endowments across the state and brings both the technical depth and the boardroom perspective that comes from years of doing this work alongside some of the region's most well-run institutions.Walker covers the dual mandate at the heart of every endowment—meeting current spending needs while preserving purchasing power for the future—and what that requires from asset allocation, spending policy and governance. He also gets into the concentration risk hiding inside major indices today, and why chasing a benchmark that is effectively 40% in 10 stocks may be the wrong objective for an institution built to last a hundred years.Their conversation covers: Why 60/40 gave way to 70/30, and when to go more aggressiveHow spending policy smoothing works and why it mattersWhat alternatives bring to an endowment portfolio and the complexity they introduceHow Trust Company approaches governance, performance reviews and donor gifting strategyWhat foundation boards are focused on right now: fundraising, revenue diversification and AIWalker's single piece of advice for any board managing assets for the long termWhether you manage one of these relationships or sit on the board overseeing it, this episode covers a lot of ground.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

The estate tax exemption is now the highest it's ever been. For a lot of families, that's created a sense of breathing room. Chris Sutherland, senior wealth advisor and principal in Trust Company's Charlotte office, would push back on that.In the newest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Chris for a conversation that covers what the recent legislation actually did, why Chris puts the word "permanent" in quotes and why some folks who were on the doorstep of major gifting decisions stopped moving once the urgency disappeared.Chris also introduces the idea of reverse estate planning, where those who did smart work moving assets out of their estate years ago, when exemptions were much lower, may now want to bring some of those assets back to capture a step-up in basis. And he lays out what everyone should be reviewing on a regular basis, whether or not they have a taxable estate.The conversation touches on:Why the estate tax exemption being "permanent" still requires planning, and what post-2028 might look likeReverse estate planning and when it makes sense to bring assets back into the estateAsset titling, beneficiary designations and asset location as annual review itemsGeneration-skipping trusts, qualified charitable distributions and Roth conversionsInsurance reviews and the long-term care conversationWorking with younger generations on trust basics and personal financeIf tax season has you wondering whether your own plan still fits, this episode is a good place to start.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

2025 rewarded equity investors, but it was not a straight line.In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Trust Company of the South Chief Investment Officer Dan Tolomay to recap what drove markets last year and frame the investment outlook for 2026.Dan breaks down key themes that shaped markets in 2025, what may matter in 2026, and focuses on how Trust Company uses valuation discipline and diversification to manage risk. The group also reflects on the spring "Liberation Day" sell-off and the quick rebound that followed, reinforcing Dan's reminder that "volatility travels in packs" and that a durable allocation matters most when markets move quickly.The conversation touches on:Why international led in 2025, and how currency moves matteredWhat "Magnificent Seven" concentration means for index exposureWhat past market leaders can teach investors nowWhat valuation discipline looks like when prices are stretchedWhy big down days and big up days often clusterAllocation considerations for retirees and long-term investorsWhy planning beats forecastingListen for a practical look at what worked in 2025, the questions investors are carrying into 2026 and how to think about diversification and valuation discipline when markets feel uncertain, especially for retirees and pre-retirees managing portfolio risk.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

If it feels like housing has become a harder math problem, you're not imagining it. Prices moved up, rates followed and the homes that used to serve first-time buyers and move-up families are not being built in the same volume.In the newest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce talk with Jim Parrott, a nonresident fellow at the Urban Institute and co-owner of Parrott Ryan Advisors, about what is really driving the affordability crunch and what might realistically help. This conversation stays practical. It covers why the problem is mostly a supply problem, why local rules matter so much, why the post-2008 building pipeline never fully recovered and why quick fixes can create new problems. They also explore the longer-term impact of delayed homeownership on wealth building, plus one policy idea that could help free up inventory by reducing friction for long-time owners who want to downsize.The conversation touches on:Why housing affordability is mostly a supply problemWhere the middle of the market is falling short, and who gets squeezedThe early cost drivers, including land, permitting and approvalsHow post-2008 changes reshaped building and lendingWhy some rent limits can reduce new construction and upkeepA case for updating capital gains rules on home salesWhat rate outlooks could mean for buyers holding offListen to the episode to hear Jim's clear take on what is keeping housing tight, and what could help loosen it.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

AI headlines, meme stocks, crypto and mega-cap tech have all been front and center this year. For long-term investors, the harder question is what actually deserves a place in a disciplined portfolio.In a new episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Wes Crill, Senior Client Solutions Director and Vice President at Dimensional Fund Advisors, to sort through the noise and return to core principles.Wes shares how he's thinking about the themes investors are asking about most right now, including AI-driven market concentration, the role of traditional investment premiums and the questions surrounding small caps. He also discusses how research helps separate signal from noise in a year filled with new products, rapid narratives and shifting expectations.The conversation touches on:AI's influence on market behavior and investor expectationsHow concentrated performance shapes the broader discussionWhat research shows about premiums across different marketsWhere speculation shows up in headlines and portfoliosHow investors can stay grounded when new products or trends emergeWes closes with a simple message for investors in an anxious, headline-heavy year: broad diversification, clear goals and steady implementation tend to matter more than the latest market story.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

Private investing looks very different depending on where you sit, whether that be from the state pension board or in a family office.In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Mark Roberts, CIO at Ironsides Asset Advisors, to discuss how families can think about private portfolios in a changing market environment.Mark shares lessons from decades in family office management and his recent governance work with North Carolina's public pension system, explaining how those experiences shape his approach to building customized portfolios for clients.They cover:The case for smaller buyout managers and disciplined vintage pacingInterest rate impacts on private equity distributionsThe challenges of liquid alternatives and evergreen fundsPressures facing university endowments and venture allocationsAligning investment horizons with family objectivesThe discussion shows how private investing, done with patience and purpose, can support a family's goals for decades.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

Tax rules shape real-life decisions, from how families give, to how business owners structure cash flow and the way parents save for a child's future.In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down talk with Senior Wealth Advisor and Principal Jonathan Henry, CFP®, CPA to walk through the One Big Beautiful Bill Act and what it may mean for clients and their families.Jonathan explains where the law extends 2017 provisions and where it changes the playing field, including:Where 2017 tax provisions were extended and why the added clarity mattersThe updated SALT deduction cap and its phase-out rangeEstate exemption changes and essential estate-planning housekeepingCharitable giving strategies, including bunching and the new small deduction for standard deduction filersChild tax credit and AMT updatesThe new "Trump accounts" for minors, including contribution rules, timing and the power of compoundingJonathan's full commentary on the Act is available here: The One Big Beautiful Bill Act.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

Marriage brings plenty of new beginnings, and finances are no exception.In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Lindsey Stetson, CFP®, wealth advisor in our Charlotte office, to discuss how couples can approach money matters early in their marriage. Drawing on years of advising families, Lindsey outlines practical steps for building a solid financial base together, touching on essentials such as:Why estate documents like wills and powers of attorney should be in placeHow to review and update beneficiaries on retirement accounts and insurance policiesCombining (or not) bank accounts and subscription servicesThe role of communication in avoiding financial surprisesSetting investment priorities for short- and long-term goalsLindsey also shares personal context, from meeting her husband in a college math class to working with younger families today, showing how experience and planning help strengthen financial decision-making.For more on this, see Lindsey's earlier piece Financial Considerations for Newlyweds.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

Smart fixed income management can make the difference between weathering market uncertainty and getting caught off guard.In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Clay Young, founder of Charlotte-based Tannin Capital, for a conversation on municipal bonds, fixed income strategy and how technology has transformed bond portfolio management.Drawing on over 25 years of experience, Clay explains how municipal bonds can serve as a steady foundation for wealth planning, offering tax efficiency and income potential while helping clients stay the course during market shifts.Here's some of what they cover:How bonds work as loans with set terms and returnsTax advantages of municipal bonds for high earnersUsing volatility to rebalance and reinvestTechnology that enables custom bond managementBond funds vs. separately managed accountsThis episode offers a clear look at how thoughtful bond allocation supports long-term planning, including real-world examples such as how Build America Bonds played a role in post-Katrina recovery, showing how fixed income strategy connects with broader financial and community outcomes.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

Good habits start early, especially when it comes to money.In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Joseph Aulisi, CFP and wealth advisor at Trust Company of the South, to discuss the basics of personal finance and why starting sooner is crucial.The conversation builds on Joseph's recent commentary, Ahead of the Curve: A Financial Roadmap for Young Adults, where he outlined practical steps young adults can take to budget, save, invest and manage debt early in life without becoming overwhelmed. Now in his early 30s, he reflects on the real-world decisions that build financial stability over time, such as tracking expenses and making smart choices about debt.Here's some of what's covered during the conversation:Building a budget that works, even on a modest incomeWhy emergency funds matter and how much to set asideWhat to watch for with credit cards and high interest ratesHow small, steady investments can grow over timeTools and books that can help support good decisionsTogether, the episode and commentary provide a practical introduction to personal finance, designed to help young adults make informed decisions and build long-term confidence.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

What's really driving growth in the Triangle? And what does the future hold for one of the Southeast's fastest-growing regions?In the latest episode of Trust Company Talks, Bill Noble and Burke Koonce speak with Sougata Mukherjee, president and publisher of the Triangle Business Journal. Together, they take stock of where the region stands today and what the road ahead might look like for business, real estate and workforce development.Sougata shares his perspective on how local leaders are responding to economic shifts, where job creation is happening, and why transportation and talent will be make-or-break issues for future development. He also reflects on the changes inside the media business and what TBJ is doing to keep local reporting strong.Topics discussed during their conversation:How trade uncertainty has shaped business decision-makingWhy employers are focused on talent pipelines, not just incentivesSlowdowns in the office and multifamily sectors and where demand is still strongThe growing importance of community colleges in workforce developmentHow Triangle Business Journal is expanding its coverage to more parts of the stateSougata shares what's happening in new business districts, how downtown Raleigh is starting to recover, and why the Triangle still matters to business owners, investors and longtime residents.Listen to the full episode to hear Sougata’s take on the present and future of one of the nation’s most dynamic regions.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

Volatility has returned to the markets in full force. With abrupt tariff announcements, policy reversals and a 10% market rally following a sharp decline, investors have been left searching for clarity.In a special episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with CEO Bill Smith and CIO Dan Tolomay to discuss what today’s turbulence means for long-term investors and how Trust Company is helping families stay grounded amid the noise.Topics covered include:Why uncertainty is a major challenge for marketsHistorical context: 14% intra-year drawdowns are typical, not unusualWhy investors earn a premium for staying invested during volatile timesThe role of diversification across asset classes, styles and regionsHow fixed income can offer ballast and opportunity during downturnsTrust Company’s value-driven, evidence-based investment philosophyFrom tariffs to headlines to emotional gut-checks, this conversation highlights the core principles that help long-term investors stay the course when the markets feel anything but steady.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

Venture capital plays a distinct role in investment strategies, offering access to high-growth opportunities outside of traditional public markets.In the latest episode of Trust Company Talks, Bill Noble and Burke Koonce welcome Ted Clark and Jon Terbell of FourBridge Partners to discuss how private market investing works, the nuances of venture capital and how families and institutions can approach these opportunities strategically.With decades of experience managing private investments, including building the Babson College endowment's venture capital allocation, Ted and Jon share how FourBridge Partners identifies strong investment managers and builds long-term portfolios. They also discuss how patience and a methodical approach can make a significant difference when investing in venture capital.Topics covered include:How venture capital differs from private equity and hedge fundsThe importance of liquidity when considering private market investmentsStrategies for selecting and accessing the right venture capital opportunitiesMarket trends, including AI, blockchain and deep techTed and Jon emphasize that successful venture capital investing is not about timing the market, it's about steady, disciplined allocations over time.Hear the full conversation on how FourBridge Partners approaches venture capital within private markets and what it means for long-term investing.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

On this episode of Trust Company Talks, Bill Noble and Burke Koonce are joined by Senior Wealth Advisor and Principal, Jay Eich, to discuss tax strategy, estate planning and how the Trust Company team in Charlotte works closely with clients on complex financial decisions.Jay shares how tax planning plays a central role in helping families structure wealth efficiently, including strategies for estate tax exemptions, charitable giving and preparing for potential policy changes. He also highlights how careful planning before a business sale can create opportunities to protect assets and reduce tax burdens.Beyond numbers and tax codes, the conversation touches on the importance of personal relationships in wealth management. Whether helping a client evaluate assisted living options or advising those interested in private aviation, Jay and the Trust Company team take a comprehensive approach that extends well beyond investing options.Key discussion points include:The impact of estate tax changes and how to prepare for themStrategies for managing wealth before a business saleThe role of tax planning in long-term financial successListen to the full episode to learn how a thoughtful approach to planning can help clients make informed decisions at every stage of life.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

In the latest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sat down with Chief Investment Officer Dan Tolomay, CFA to discuss the highlights of 2024 and the outlook for 2025.Reflecting on a strong year for markets, Dan noted that global equities rose approximately 20%, with U.S. large-cap growth leading the way. He attributed much of this performance to excitement surrounding artificial intelligence and the continued strength of a few key technology companies. However, he also emphasized the importance of looking beyond recent trends and maintaining a diversified approach to investments.“Plan for what could happen, rather than trying to predict what will,” Dan said, quoting University of Chicago's David Booth. This philosophy informs Trust Company's disciplined approach, focusing on valuations, diversification, and long-term goals.Other topics included:The impact of rising interest rates on small-cap companies and businesses.The valuation gap between U.S. and international stocks and its potential implications for future returns.The role of diversification in building resilient portfolios and managing risks.Tune in to hear the full conversation and gain perspective on how careful planning and thoughtful strategies can help investors stay prepared, no matter what the future holds.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

In this episode of Trust Company Talks, Bill Noble and Burke Koonce welcome Trina Fullard, CEO of Charlotte Rescue Mission, to share her inspiring journey and the impactful work of the organization.Trina describes how the mission, founded in 1938 by nine Charlotte businessmen, has evolved into a vital resource for individuals facing homelessness and addiction. Offering a four-month residential recovery program, Charlotte Rescue Mission equips men and women with the tools they need for a fresh start. Programs like Rebound for men and Dove's Nest for women focus on healing, education and future readiness, with options for mothers to bring their children along on their recovery journey.During the conversation, Trina highlights:How the mission expanded its reach during the pandemic to include long-term support through case management and recovery living.The role of partnerships with several community organizations like in providing financial literacy and wellness opportunities.The importance of programs that help graduates build essential skills for a successful transition after recovery.Trina also shares her vision for the future, including creating outdoor spaces for reflection and growth and expanding programs for families.Tune in to discover how the Charlotte Rescue Mission is creating lasting change in the community.Learn more about their work and how to support their mission by visiting their website.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

In this bonus episode of Trust Company Talks, Bill Noble and Burke Koonce sit down with the Executive Director of the North Carolina Center on Actual Innocence, Christine (Chris) Mumma, for an inspiring conversation about advocating for the wrongfully convicted.Chris shares the mission of the Center, which focuses on investigating claims of innocence, pursuing policy reform and providing reentry services for exonerees. The conversation brings attention to:The challenges exonerees face, from lack of support to hurdles in receiving compensation.Success stories, like Greg Taylor and Willie Grimes, and the lessons learned from their journeys.The Joseph Sledge House of Healing, supported by businesses like Trust Company and Lowe's, is a groundbreaking initiative redefining reentry support and providing a community for exonerees.Chris also discusses the importance of pardons for exonerees, ongoing systemic reform efforts and the need for community involvement to sustain these programs.Listen to learn how dedicated efforts and community involvement are making a positive impact in the lives of exonerees.If you'd like to support the NC Center on Actual Innocence, visit their website.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

In the latest episode of Trust Company Talks, Bill Noble and Burke Koonce sit down with Ben Teague, vice president of strategic development at Biltmore Farms, to discuss disaster recovery, community resilience and the path forward for Western North Carolina after devastating storms.Ben brings a wealth of experience in disaster recovery, having led economic development efforts during Hurricane Katrina, and shares how those lessons are shaping the approach to rebuilding in the face of recent challenges.In this episode, the conversation explores:How collaborative efforts across public and private sectors drive recoveryThe economic toll of the storm, particularly on small businesses in areas like Biltmore Village and the River Arts District, and the importance of supporting businesses impacted by disastersThe innovative strategies driving the efforts to rebuild infrastructure and restore the heartbeat of the communityBen shares his personal experiences during the disaster, from widespread power outages to the community's immediate response, highlighting the strength and resilience of Western North Carolina's communities and emphasizing the critical role of neighbor-to-neighbor support and strategic planning.Tune in to hear how local organizations, private companies and individuals are coming together to rebuild and prepare for the future.Join us in supporting relief and recovery efforts in Western North Carolina by contributing to:Manna Food BankHearts with Hands: Disaster ReliefTrust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

In the latest episode of Trust Company Talks, Bill Noble and Burke Koonce welcome Jake DeKinder, head of client communications at Dimensional Fund Advisors—an investment firm managing over $800B in assets and one of our key partners at Trust Company.Jake brings his extensive background in education and finance to share valuable insights about:Why financial education is critical for making informed decisionsThe benefits of an evidence-based approach to investingThe impact of social media on market behaviorWhy political beliefs shouldn't dictate financial strategiesJake stresses the importance of financial literacy and the need for a disciplined, long-term approach to investing. He explains why sticking to a clear strategy can yield better outcomes, even during market shifts. The conversation also touches on the recent volatility seen with companies like GameStop and AMC and how a patient, steady approach helps investors amid market uncertainty and political change.Listen to this episode to learn more about staying disciplined and making informed financial decisions, regardless of market noise.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

In the latest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce explore the world of small business mergers and acquisitions (M&A). Charles Shook, founder of Trestle Capital Partners, and Leah Jane Barnwell, CRPC®, Trust Company's strategic initiatives manager, join them. They offer practical advice and personal stories for family business owners thinking about selling.Leah Jane reflects on her family's journey with their manufacturing business, emphasizing the need to find a buyer who values the company's legacy and cares for the employees. She emphasizes that selling a family business is never just about the financials; the emotional side plays a key role in making the right decision.Charles Shook shares his expertise on search funds, an option for business owners seeking a smooth transition. He also outlines the importance of preparing a business for sale, focusing on long-term planning and how to make a business attractive to buyers, even in unpredictable markets.Listeners will hear about:Balancing emotional and business concerns when selling a family-owned companySearch funds as an appealing option for those seeking the right buyerKey steps to ensure a successful business saleHow to select a buyer who will continue the company’s vision and valuesListen to this episode for practical advice on navigating the M&A process and ensuring a smooth transition for your family business.As always, if you have any questions, please contact us.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

The latest installment of Trust Company Talks features an insightful conversation with Dan Tolomay, Trust Company's Chief Investment Officer. Hosts Bill Noble and Burke Koonce explore current market conditions and investment strategies, providing valuable guidance for investors in today's complex financial landscape.Throughout this discussion, listeners will discover:The shifting tides in the tech sector and what it could mean for your portfolioWhy "cheap" might be the new "chic" in the stock marketThe case for pint-sized powerhouses in your investmentsUnearthing hidden gems in international marketsSeparating political noise from investment signalTune in for practical insights and stay informed about the latest market trends to make more confident investment decisions.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Mick Mixon, a celebrated figure in North Carolina broadcasting. Known for his magnetic style and keen commentary, Mixon shares his journey from a young, curious kid in Chapel Hill to a prominent voice in sports broadcasting. Their conversation includes some of Mick's career lessons, personal anecdotes and a lot of laughter.During their conversation, the group talked about:Why did Mick choose to leave the Tar Heels for the Panthers, and why did he retire?Why mentorships are rare and so important for a young person's life.The importance of listening to your clients and allowing organic relationships.And what do you do when your future employer offers you his chapstick? Mick's storytelling and insights provide a fascinating look at the dedication required to succeed in the broadcasting industry. We hope you enjoy listening to this episode as much as we enjoyed making it. As always, if you have any questions, please do not hesitate to contact us.Trust Company Talks is a production of Trust Company of the South, a premier wealth management firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Subscribe today to receive new episodes as soon as they premiere.

In this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble welcome the President, CEO, and majority shareholder of Trust Company of the South, Bill Smith. They discuss exciting developments at the firm, focusing on planning for the future. The conversation covers the importance of continued independence, maintaining client relationships over generations, and the firm's commitment to its core values.During this episode, some of the topics discussed include:A big announcement on new principal partners and equity changesThe key traits that Trust Company looks for in evaluating potential partnersA look at how the origins of the firm still inform its core values todayThe emotional aspect of succession planning for clients and business owners and the importance of focusing on ensuring stability and continuity for future generations of our clientsHow independence and employee equity can position a firm to stand out against its competitorsTrust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Thomas Lyon, partner at Manning, Fulton & Skinner P.A., and Mark Phillips, founder and managing director of Lamkin Road. Their conversation explores the current state and impact of the M&A market, processes, valuation dynamics and the experiences and challenges faced by business owners. The group also discusses key advice for prospective sellers and buyers and the psychological aspects of selling a business.Specifically, they talked through:The current state of the M&A market, especially as interest rates rise.The top issues for sellers and buyers in the current market. How long the acquisition process takes and why it’s crucial to start early and assemble the right team. How to know the right timing to sell your business and expert advice for sellers in today's market.How to prepare your key employees for a sale and the right time to announce the sale.We hope you find this conversation as valuable and enjoyable as we did. As always, if you have any questions, please do not hesitate to contact us.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts and Spotify. Receive the episodes as soon as they premiere by subscribing today.

In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Dr. Heidi Schultz, a clinical professor of management and corporate communication at UNC Kenan-Flagler. The conversation explores the transformative power of storytelling in business, how it complements data and logic, and its role in effective communication and relationship building.Dr. Schultz shares insights from her extensive experience in teaching communication and storytelling, including the key elements of a good story, the impact of technology on traditional storytelling, and the importance of authenticity and connection in our increasingly digital world. The episode also explores the difference between male and female storytelling techniques, the significance of humor and the unique challenges of public speaking.Specifically, they discussed:The key elements and framework of an effective story, whether it be in entertainment or business.How our brains store and process stories versus numbers and data.The impact of technology on traditional storytelling, and the importance of authenticity and connection in a digital world. The difference between male and female storytelling techniques and how to craft a story based on the audience.Examples of effective storytellers in the business realm, such as the late Apple Co-Founder Steve Jobs and Indra Nooyi, former chief executive officer of PepsiCo.What we can learn from great comedians, and when it's appropriate to incorporate humor into your stories.We hope you enjoy this conversation as much as we did, and as always, if you have any questions, please do not hesitate to contact us.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.

In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sat down with Janet Cowell, former State Treasurer of North Carolina and a current candidate for mayor of Raleigh.The conversation covers a range of topics, from Janet's unexpected journey into public service and her influential tenure as treasurer to her insights on investing, the importance of diversity in finance and her current endeavors with the Dix Park Conservancy. Janet also shares her experiences and challenges as the first female Treasurer of North Carolina and offers advice to young women aspiring to make their mark in predominantly male fields. Specifically, they discuss:Janet's unique background and career trajectory and how it led her to public service.The complexities of NC's pension and health plans, emphasizing the General Assembly's limited grasp and the critical role of healthcare expertise.Janet's political career, including her City Council election in 2001, initiatives on tree protection, the convention center, Fayetteville Street and addressing COVID-19 impacts.Janet's tenure as state treasurer, managing the Great Recession's impact and growing the pension fund from $60 billion to $90 billion.The challenges professional women face in male-centric fields and Janet's advice for navigating gender-based hurdles, such as leveraging mentorship.Janet's vision for downtown Raleigh and her work with Dix Park Conservancy.We hope you enjoy this episode as much we did. As always, if you have any questions, please do not hesitate to contact us.Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.

In this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble are joined by one of Trust Company's own, wealth advisor and principal, Chris Sutherland, CPA, to help listeners better understand the intricacies of advanced tax planning. Throughout the conversation, Chris explains the potential benefits of various strategies and shares practical examples of how these strategies can be successfully implemented as part of a comprehensive financial plan.During this episode, some of the topics discussed include:Chris's career trajectory, which included 14 years with PricewaterhouseCoopers (PwC) and how he found the perfect fit working at Trust Company.The importance of staying informed about tax changes, understanding estate planning, tax implications and the need for early planning.Roth IRA conversions, the significance of income thresholds for Roth contributions and the flexibility of converting traditional IRAs to Roth IRAs without income restrictions.The benefits of Health Savings Accounts (HSA), allowing deductions on contributions, tax-free growth and withdrawals for medical expenses.Gifting strategies, including the use of donor-advised funds to maximize deductions in high-tax environments.Tax loss harvesting for selling stocks at a loss to manage future tax liabilities, offset gains and be mindful of potential downsides, such as selling in a higher tax bracket, particularly during market downturns.The episode concludes with an emphasis on adopting a holistic approach to financial management, taking into account investments, taxes and other crucial factors.We hope you enjoy this conversation as much as we did. If you have any questions, please do not hesitate to contact us.