Commerce Trust Company Presentations

Title of presentation: "Doing Your Credit Homework — Opportunities We See in the Municipal Bond Market"
Date of presentation: 12/11/2013
Running time: 30 minutes
Speakers: Scott Colbert, CFA
Chief Economist and Director of Fixed Income
The Commerce Trust Company

Brian Musielak, CFA
Senior Vice President and Senior Portfolio Manager
The Commerce Trust Company

Questions? If you have any questions about the information presented, please call your portfolio manager, who will be glad to elaborate on the presentation or handle questions about your investment portfolio.
Title of presentation: "Is the Federal Reserve taking the punch bowl away?"
Date of presentation: 7/17/2013
Running time: 38 minutes
Speakers:
Christie Cody, CFA, CFP
Director of Portfolio Management
The Commerce Trust Company

Scott Colbert, CFA
Chief Economist and Director of Fixed Income
The Commerce Trust Company

Joe Williams, CFA
Chief Investment Strategist
The Commerce Trust Company

Questions? If you have any questions about the information presented, please call your portfolio manager, who will be glad to elaborate on the presentation or handle questions about your investment portfolio.
Title of presentation: "Follow-up On Fiscal Cliff Resolution, Debt Ceiling and Other Important Financial Matters for 2013"*
Download the presentation materials.
Date of presentation: 1/24/2013
Running time: 39 minutes
Speakers:
Scott Colbert, CFA
Chief Economist and Director of Fixed Income
The Commerce Trust Company

Joe Williams, CFA
Chief Investment Strategist
The Commerce Trust Company

Jason Imlay, CFP
Senior Financial Planner
The Commerce Trust Company

Bruce Talen, CFA, J.D.
Senior Trust Counsel
The Commerce Trust Company

Questions? If you have any questions about the information presented, please call your portfolio manager, who will be glad to elaborate on the presentation or handle questions about your investment portfolio.
Title of presentation: "What the Economic and Tax Landscape Will Look Like After the January 2013 Inauguration"*
Download the presentation materials.
Date of presentation: 12/4/2012
Running time: 38 minutes
Speakers:
Scott Colbert, CFA
Chief Economist and Director of Fixed Income
The Commerce Trust Company

Guy Hockerman, CPA, CFP
Senior Financial Planner
The Commerce Trust Company

Steve Harmon, J.D.
Senior Trust Counsel
The Commerce Trust Company

Questions? If you have any questions about the information presented, please call your portfolio manager, who will be glad to elaborate on the presentation or handle questions about your investment portfolio.
Title of presentation: "Clock Ticking on New High Net Worth Taxes Coming Your Way in 2013"*
Date of presentation: 9/26/2012
Running time: 36 minutes
Speakers:
Scott Colbert, CFA
Chief Economist and Director of Fixed Income
The Commerce Trust Company

Guy Hockerman, CPA, CFP
Senior Financial Planner
The Commerce Trust Company

Adrienne Davis, J.D.
Senior Trust Counsel
The Commerce Trust Company

Questions? If you have any questions about the information presented, please call your portfolio manager, who will be glad to elaborate on the presentation or handle questions about your investment portfolio.
Title of presentation: "European and Chinese Economies Brake, World Economies Slow Down."*
Date of presentation: 7/12/2012
Running time: 44 minutes
Speakers:
Christie Cody, CFA, CFP
Director of Portfolio Management
The Commerce Trust Company

Scott Colbert, CFA
Chief Economist and Director of Fixed Income
The Commerce Trust Company

Joe Williams, CFA
Chief Investment Strategist
The Commerce Trust Company

Questions? If you have any questions about the information presented, please call your portfolio manager, who will be glad to elaborate on the presentation or handle questions about your investment portfolio.
Title of presentation: "Where Does the Hot Start for Financial Markets Go from Here?"*
Date of presentation: 2/29/2012
Running time: 37 minutes
Speakers:
Christie Cody, CFA, CFP
Director of Portfolio Management
The Commerce Trust Company

Scott Colbert, CFA
Chief Economist and Director of Fixed Income
The Commerce Trust Company

Joe Williams, CFA
Chief Investment Strategist
The Commerce Trust Company

Questions? If you have any questions about the information presented, please call your portfolio manager, who will be glad to elaborate on the presentation or handle questions about your investment portfolio.

Disclosures:

  • This presentation is designed to provide investment information for Commerce Trust Company clients. It is intended to provide general information only and is reflective of the opinions of the speakers and not necessarily that of Commerce Bancshares, Inc. Always consult with your legal and tax advisors.
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