Celebrating 30 Years Part 4
Heartland Trust Company turns 30 this year, and we’ve accumulated a bit of history as we enter our fourth decade. Each quarterly newsletter this year has contained a feature on one of our old locations. This is the final installment.
Understanding Social Security Benefits
Adapted from Broadridge Communication Services Approximately 68 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source: Fast Facts & Figures About Social Security, 2019). Although most people receiving Social Security are retired, you and your family members may be eligible for benefits at any age, depending […]
We’re Celebrating 30 Years!
As a company dedicated to serving our clients and community, we are proud to be celebrating our 30th year of business. Looking back, we are grateful for the strong foundation Steve laid down and Sheryl Bernier helped carry out. When Gary Hanson and Neil Jordheim joined, business development started to really take off. These four, […]
What Can Heartland Trust Company Do for You?
Here at Heartland Trust Company, we are proud of the great reputation we have built in the community over the last 30 years. We know that if we do business the right way, we will be here for a long time. Our mission statement says it all: “We provide a lifelong commitment to the well-being […]
Do I Need a Trust?
Oftentimes when I am meeting with clients, we spend a significant amount of time focusing on fully understanding their personal and financial lives. This allows us to make sure that we can holistically address all of their needs, goals, and dreams for the future. During this process, we discuss in-depth the best ways we can […]
Meet Sheryl Bernier
Sheryl has been with Heartland Trust Company since the doors opened 30 years ago. She started out as the original operations department. Now the executive vice president and a director on the board, she is also the manager of the compliance and operations department. Tell us about yourself. I was born in Colorado and lived […]
What Are Tax Exempt Bonds?
A properly diversified portfolio should contain a healthy array of different types of investments. One of these investments may be tax-exempt bonds. What are tax-exempt bonds? Tax-exempt bonds are municipal bonds. In finance slang, they are commonly referred to as “munis” or “muni bonds”. Municipal bonds are issued by states, counties, municipalities, hospitals, schools, airports, […]
30 Years – Neuropsychiatric Building
Heartland Trust Company turned 30 this year, and we’ve accumulated a bit of history. Each quarterly newsletter this year will have a feature on one of our old locations. After about five years in the Lightowler Johnson space, the ever-expanding company was in need of more space once again. HTC found that space a couple […]
Q2 2020 Market Commentary
The Markets Stocks rebounded from a dismal March by posting their best monthly returns since 1987, as investors were encouraged by the expectation of additional government stimulus programs and hope that the economy would be reopening soon. The Paycheck Protection Program and Health Care Enhancement Act provided funding for additional small business loans, and offered […]
Strengthening Connections
There are many great quotes out there that are relevant right now, but it’s a lyric from Bob Dylan’s song, Brownsville Girl (a B-side track from the 80’s) that is in my mind: “Strange how people who suffer together have stronger connections than people who are most content.” Yes, the times they are a-changin’ in […]
