Articles
Commerce Trust Look at the Markets
Explore visual insights into economic and market trends from David Hagee, Chief Investment Officer, Commerce Trust, and our investment team leaders.
Podcast
Positioning your investment portfolio for 2025: Year-end investment strategies
Listen to the latest episode of the Conversations with Commerce Trust podcast. Chief Investment Officer David Hagee and Tim Michel, Director of Portfolio Management, discuss portfolio rebalancing, tax-loss harvesting, and additional year-end strategies to grow your investment portfolio for 2025 and beyond.
Articles
Tax-Efficient Estate Planning Strategies
Learn about tax-efficient estate planning strategies for high-net-worth families and individuals.
Our Insights
The advisors, specialists and thought-leaders at Commerce Trust dive into the state of the economy and the financial markets — providing valuable news, perspectives and advice you can use to your advantage.
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