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CATEGORY: Investments
May 9, 2013: Delta Trust & UALR Students Attend Buffett’s BRK Meeting

Every year Delta Trust, along with three of UALR’s brightest economic or finance students, heads north to hear the Oracle of Omaha, Mr. Warren Buffett. This trip is part of an independent study program that teaches the investment philosophy of Warren Buffett, analyzes the history and success of Berkshire Hathaway and ultimately concludes with a trip [...]

: Tactical Allocation Update | Sean Barron

The trust department recently updated our strategic asset allocation (for more detail on our asset management process, click here). Equity returns of the major regions continue to differentiate from each other – with U.S. Equities up 9.6%, Developed ex-U.S. Equities up only 3.8% and Emerging Market Equities down 3.4%. Most developed markets continue to experience [...]

May 8, 2013: Tom Gayner’s 4 Main Investment Principles | Sean Barron

This past weekend, I was in Omaha for the Berkshire Hathaway Annual Shareholder Meeting. After the BRK meeting, I attended an YPO event and got to hear Tom Gayner, President and Chief Investment Officer of Markel. Mr. Gayner spoke at Delta Trust’s Investment Outlook Conference in 2011, and he is often thought of as the new Buffett of Virginia. [...]

Mar 29, 2013: HSAs & Small Business Owners | Paula Coffield

A health savings account, or HSA, is a tax-advantaged medical savings account available to individuals enrolled in high-deductible health plans (HDHP). This savings account has many benefits for the individual, but today, more small business owners are utilizing these accounts  to help control their health care benefit expenses. The HSA legislation allows employers and employees to [...]

Feb 27, 2013: Tactical Allocation Update | Sean Barron

The trust department (following Northern Trust’s recommendation) recently updated our strategic asset allocation (for more detail on our asset management process, click here). The world has become more global and fiscal policies play a much larger role than they ever have in the past. Risk assets (global developed equity, emerging markets, real estate, natural resources, [...]

Feb 26, 2013: How do you spell tax break? I.R.A. | Bob Williams

Tax time is here. It’s that time of year when everyone is preparing their taxes and searching for deductions.  A contribution to an IRA may provide you with a little relief this tax season. An IRA is a personal savings account that provides you with tax advantages for setting aside money for retirement. What are those advantages [...]

Jan 25, 2013: Charitable Contributions From Your IRA | Chad Carlson

The American Taxpayer Relief Act that was recently passed by Congress and signed by President Obama has provided some unique benefits to IRA owners 70 ½ or older.  This tax relief act extends the tax favored treatment of direct charitable contributions made from your IRA for 2012 and 2013 for people over 70½. And there are [...]

Jan 10, 2013: Deferring Taxes & Capital Gains | Sean Barron

Capital gains taxes are rising to 20% on wage earners making $400,000 ($450,000 married couples) – what effect will this have on after-tax wealth. In November 2012, Sean Barron, portfolio manager at Delta Trust, wrote an interesting article that explores the value of tax deferrals on capital gains. Click here to read Sean’s article, Ignoring [...]

Oct 29, 2012: Delta Trust | Voted Best of the Best

Delta Trust is proud to provide our customers with exceptional service. Thank you for voting for us time and time again. In the past twelve months, we have received the following accolades from you, our clients. We appreciate your business, loyalty and friendship.

Aug 16, 2012: Stock Market Insight | Bob Williams

I was recently asked about the significance of the major market indexes breaking certain levels. When the market is setting new highs on a regular basis, investors who are holding stocks tend to feel wealthier. If you are profiting from a rise in the indexes, you are much likelier to invest additional funds. No one likes to be left out.

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