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Quarterly Market Insights for 1st Quarter 2024

1st Quarter 2024 Market Insights - Improved Labor Supply Has Helped Slow Inflation - Resilient Demand Could Keep Rates High - Stock Market Leadership Broadened a bit in 1Q24 - Election Cycles Often = Volatility and Opportunity.

Lori Hercules

Ms. Hercules, Wealth Operations and Administrative Officer, joined Trust Company of North Carolina in January 2024. She has six years of Trust experience from WesBanco Bank, Wheeling, WV, is a Paralegal and holds a degree in Office Administration. She is responsible for daily administrative and operations duties.

Quarterly Market Insights for 4th Quarter 2023

4th Quarter 2023 Market Insights - Private Credit Boom - Pivots and Landings - Economic Outlook and Investment Policy.

Quarterly Market Insights for 3rd Quarter 2023

3rd Quarter 2023 Market Insights - Middle East Conflict - Summer Crosswinds

Fred Turner Joins Trust Company of North Carolina

Fidelity Bank is pleased to announce Fred Turner has joined Trust Company of North Carolina as Senior Vice President and Wealth Management Development Officer. In his new position, Mr. Turner is responsible for serving as the primary relationship officer for high-net-worth families, individuals, and business owners. He also helps to develop customized and comprehensive financial […]

Fred Turner

Mr. Turner joined Trust Company of North Carolina in September of 2023. He serves as the primary relationship officer for high-net-worth families, individuals, and business owners. He is also responsible for developing customized and comprehensive financial plans for Trust Company of North Carolina clients and their families, as well as managing existing wealth relationships. Fred […]

Quarterly Market Insights for 2nd Quarter 2023

THE “MAGNIFICENT SEVEN” AND NARROW MARKET LEADERSHIP – The Magnificent Seven stocks have benefited from both the perceived safety of their business models and a wave of AI enthusiasm. – This group has added a combined $4.1 trillion of market capitalization in the last six months, roughly the size of Germany’s economy. – The best opportunities for valuation expansion in...

Matt Howard Joins Trust Company of North Carolina

FUQUAY-VARINA, North Carolina (May 23, 2023) – Fidelity Bank is pleased to announce Matt Howard has joined Trust Company of North Carolina as a Wealth Consultant. In his new position, Mr. Howard is responsible for developing customized and comprehensive financial plans for clients and their families, as well as managing existing relationships throughout the Bank’s […]

Educational Insights

Jason York achieves win-win for client

In his professional role as a wealth consultant and senior vice president with the Trust Company of North Carolina, Jason York regularly helps clients navigate their own financial strategies and options. A unique opportunity came his way when clients sold a business and wanted to offset taxes resulting from the sale through a charitable gift. […]