Articles

Last year was unique on many levels. The stock and bond markets had some of their worst years on record. Interest rates hit a 12-year high and the job market saw a lot of movement while unemployment r...

The end of 2022 brought several noteworthy changes to retirement savings plans. The changes are intended to have positive impacts on the ability to save for retirement and will have lasting impacts on...

• Our team continues to grow. We are excited to announce the following promotions and new hires. Jana Samek was promoted to Director of Retirement Services. We recently welcomed two new employees to...

Tim Rensch joined us in July as our Retirement Services Relationship Manager. He likes to spend time outside and read – and he’s already become a valuable part of our team.  Tell us about yoursel...

The economic and investment landscape for 2022 was memorable – and not in the way most of us want to remember. Despite the increased optimism from investors as we rolled into 2022, the S&P 500 f...

Most businesses have a mission statement that guides them in their day-to-day responsibilities and directs their decision-making process. Think of it as how a business speaks to the purpose and unders...

Adapted from Broadridge Investor Communication Services As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, ...

All families have their own dynamics. Some families have children who fall into similar levels of economic stability, while some families have children who are all unique and have a wide range of fina...

Our team wrapped up our 2022-23 United Way Campaign with a great event featuring taco in a bag, a dunk tank and lots of laughs. Thanks to our brave dunk tank victims: Brian Halverson, Dustin Sobolik, ...

Jace Gilleshammer is our IT Coordinator. He recently returned to the Fargo area and we are excited that he is part of our Heartland Trust team.  Tell us about yourself.  I was born in Grafton, North...

When it comes to your personal financial well-being, a financial plan is an invaluable tool to have. A good plan will give you a detailed view of your assets and debts, cash flow, and the protections ...

Heartland Trust Company has served our clients for over 32 years. WOW! And we are just gettingstarted! It has been an exciting few months at Heartland. Our staff is growing and we are thrilled aboutup...