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Our Relationship with Money Is Changing – What Does This Mean for Retirement Savings?

August 7, 2019
By Millennium Trust
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As intangible forms of money become the norm, our spending and saving behaviors shift.

To Pittsburgh, With Love – Spreading Millennium Trust’s Culture to the East

July 17, 2019
By Millennium Trust
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A Millennium Trust veteran takes on challenge to build the “east office” and brings with her the firm’s values and culture.

Wealth Transfer Planning: Are Your Beneficiaries Up-to-Date?

July 11, 2019
By Millennium Trust
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When you first set up your retirement account, you designated one or more beneficiaries – but life changes could mean that your beneficiary is no longer who you want it to be. Make sure your beneficiaries are up-to-date to ensure a smooth, hassle-free wealth transfer.

Opportunity Zone Funds: What Are They and What Do Fund Managers Need to Know?

May 28, 2019
By Millennium Trust
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Opportunity Zones have become a hot topic in Washington and in the media due to their attractive tax incentives. But, because of the newness of this market, there are still unanswered questions.

LendIt Fintech USA 2019 Conference: Recap and Highlights

May 15, 2019
By Millennium Trust
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We are honored to have been a sponsor of the sixth LendIt Fintech USA conference, the world’s largest conference series dedicated to marketplace lending and fintech. Check out our top highlights from this year’s event.

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