Shows
Trust Company TalksHousing, Rates and the Affordability Squeeze: A Conversation with Jim ParrottIf it feels like housing has become a harder math problem, you're not imagining it. Prices moved up, rates followed and the homes that used to serve first-time buyers and move-up families are not being built in the same volume.In the newest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce talk with Jim Parrott, a nonresident fellow at the Urban Institute and co-owner of Parrott Ryan Advisors, about what is really driving the affordability crunch and what might realistically help. This conversation stays practical. It covers why the problem is mostly a...
2025-12-1849 minTrust Company TalksFrom AI Stocks to Crypto: A Conversation with Wes Crill of Dimensional Fund AdvisorsAI headlines, meme stocks, crypto and mega-cap tech have all been front and center this year. For long-term investors, the harder question is what actually deserves a place in a disciplined portfolio.In a new episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Wes Crill, Senior Client Solutions Director and Vice President at Dimensional Fund Advisors, to sort through the noise and return to core principles.Wes shares how he's thinking about the themes investors are asking about most right now, including AI-driven market concentration, the role of traditional...
2025-11-2033 min
Trust Company TalksPrivate Investing Today: A Conversation with Mark Roberts of Ironsides Asset AdvisorsPrivate investing looks very different depending on where you sit, whether that be from the state pension board or in a family office.In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Mark Roberts, CIO at Ironsides Asset Advisors, to discuss how families can think about private portfolios in a changing market environment.Mark shares lessons from decades in family office management and his recent governance work with North Carolina's public pension system, explaining how those experiences shape his approach to building customized portfolios for clients....
2025-10-2349 min
Local MotivesSpace Fog - October 1, 2025Space Fog Collective: Eric - DrumsChester - Bass Bill - Electric GuitarGeoff - Keyboard, Vocals Space Fog BandcampSpace Fog InstagramHosted by Bob UlrichEngineered by Morgan Tindall, Stephen Trageser, and David Rogers-BerryAssisted by Nick Koonce and Helen CrimminsBooked by Annella LintonFilmed by Warren Edgar
2025-10-0850 minTrust Company TalksUnderstanding the One Big Beautiful Bill: A Conversation with Jonathan HenryTax rules shape real-life decisions, from how families give, to how business owners structure cash flow and the way parents save for a child's future.In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down talk with Senior Wealth Advisor and Principal Jonathan Henry, CFP®, CPA to walk through the One Big Beautiful Bill Act and what it may mean for clients and their families.Jonathan explains where the law extends 2017 provisions and where it changes the playing field, including:Where 2017 tax provisions were extended and why the added c...
2025-09-1837 min
A Fresh Face in Hell with Jonathan EvisonOfficer Bill - Smells Like BaconI was at a book signing a week or two ago when a tall, handsome fellow named Bill approached me to say that he was a fan of the podcast. It turns out Bill was a recently retired police sergeant from the Lynnwood PD. Remembering how much everyone loved the Nurse Lexi episode, I asked him if he'd be interested in telling us what it's like to be a cop. I asked him if I could call the episode "Smells Like Bacon", and he agreed! That's when I knew I had a winner of a guest. Defund the Police...
2025-09-031h 00Trust Company TalksFinancial Planning for Newlyweds: A Conversation with Lindsey StetsonMarriage brings plenty of new beginnings, and finances are no exception.In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Lindsey Stetson, CFP®, wealth advisor in our Charlotte office, to discuss how couples can approach money matters early in their marriage. Drawing on years of advising families, Lindsey outlines practical steps for building a solid financial base together, touching on essentials such as:Why estate documents like wills and powers of attorney should be in placeHow to review and update beneficiaries on retirement accounts and insurance policiesCombining (or not) b...
2025-08-2131 minTrust Company TalksClay Young on Fixed Income, Tax Strategy and Technology's Role in Bond PortfoliosSmart fixed income management can make the difference between weathering market uncertainty and getting caught off guard.In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Clay Young, founder of Charlotte-based Tannin Capital, for a conversation on municipal bonds, fixed income strategy and how technology has transformed bond portfolio management.Drawing on over 25 years of experience, Clay explains how municipal bonds can serve as a steady foundation for wealth planning, offering tax efficiency and income potential while helping clients stay the course during market shifts....
2025-07-2456 minTrust Company TalksFinancial Roadmap for Young Adults: A Conversation with Trust Company's Joseph AulisiGood habits start early, especially when it comes to money.In this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Joseph Aulisi, CFP and wealth advisor at Trust Company of the South, to discuss the basics of personal finance and why starting sooner is crucial.The conversation builds on Joseph's recent commentary, Ahead of the Curve: A Financial Roadmap for Young Adults, where he outlined practical steps young adults can take to budget, save, invest and manage debt early in life without becoming overwhelmed. Now in his early 30s...
2025-06-2637 min
Weekly LIVE Updates at ProjectkinProjectkin Live: This week at Kathy's Corner and Coming Soon, the Speakers’ Corner!Thank you, Kathy Stone, Bill Moore, Lori Olson White, Richard Francis Hogan, Iowa Roots, Dr. Mary M. Marshall, Taneya Koonce, Jane Chapman, Story Carrier, Ryan Shields and all of you who joined us live today. It’s always a delight to feel your warmth and support! Along with your generous ❤️s, restacks, and shares you have helped turn this publication into the supportive community we all want to see. You’re more than welcome to share this as a way to invite friends and family to join us!Today, as with each of these programs, we focus...
2025-06-2230 minTrust Company TalksWhat’s Fueling the Triangle’s Growth? A Conversation with Sougata Mukherjee of the Triangle Business JournalWhat's really driving growth in the Triangle? And what does the future hold for one of the Southeast's fastest-growing regions?In the latest episode of Trust Company Talks, Bill Noble and Burke Koonce speak with Sougata Mukherjee, president and publisher of the Triangle Business Journal. Together, they take stock of where the region stands today and what the road ahead might look like for business, real estate and workforce development.Sougata shares his perspective on how local leaders are responding to economic shifts, where job creation is happening, and why transportation and talent...
2025-05-2237 minTrust Company TalksThrough the Noise: Special Market Update with Trust Company's CEO and CIOVolatility has returned to the markets in full force. With abrupt tariff announcements, policy reversals and a 10% market rally following a sharp decline, investors have been left searching for clarity.In a special episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with CEO Bill Smith and CIO Dan Tolomay to discuss what today’s turbulence means for long-term investors and how Trust Company is helping families stay grounded amid the noise.Topics covered include:Why uncertainty is a major challenge for marketsHistorical context: 14% intra-year drawdowns are typical, not unusualWhy in...
2025-04-1733 minTrust Company TalksVenture Capital and Private Markets: A Conversation with Ted Clark and Jon Terbell of FourBridge PartnersVenture capital plays a distinct role in investment strategies, offering access to high-growth opportunities outside of traditional public markets.In the latest episode of Trust Company Talks, Bill Noble and Burke Koonce welcome Ted Clark and Jon Terbell of FourBridge Partners to discuss how private market investing works, the nuances of venture capital and how families and institutions can approach these opportunities strategically.With decades of experience managing private investments, including building the Babson College endowment's venture capital allocation, Ted and Jon share how FourBridge Partners identifies strong investment managers and builds long-term portfolios. They...
2025-03-201h 05Trust Company TalksPlanning Beyond the Numbers: Jay Eich on Wealth, Tax and Family DecisionsOn this episode of Trust Company Talks, Bill Noble and Burke Koonce are joined by Senior Wealth Advisor and Principal, Jay Eich, to discuss tax strategy, estate planning and how the Trust Company team in Charlotte works closely with clients on complex financial decisions.Jay shares how tax planning plays a central role in helping families structure wealth efficiently, including strategies for estate tax exemptions, charitable giving and preparing for potential policy changes. He also highlights how careful planning before a business sale can create opportunities to protect assets and reduce tax burdens.Beyond numbers...
2025-02-2034 min
TV Tan PodcastTV Tan 0521: Dry Curious In Idaho (w/ Steve Koonce)Bill Frost (CityWeekly.net, X96 Radio From Hell), Tommy Milagro (SlamWrestling.net), and special guest star Steve Koonce (Idaho Booze Podcast) talk Grammys, Bill & Steve's old video podcast The DABC Show, Steve's hot takes on Landman and American Primeval, Seinfeld, Reno 911!, Severance, The Night Agent, The Recruit, The Night Recruit, The Day Agent, Slow Horses, 9-1-1, American Horror Story, Doctor Odyssey, Invincible, The Pradeeps of Pittsburgh, Rasslin' News, Super Bowl LIX, High Potential, and more.Drinking: Five Wives Moscow Mule and Madame Pattirini Gin from OFFICIAL TV Tan sponsor Ogden's Own Distillery.* Yell at us...
2025-02-031h 00TV Tan PodcastTV Tan 0521: Dry Curious In Idaho (w/ Steve Koonce)Bill Frost (CityWeekly.net, X96 Radio From Hell), Tommy Milagro (SlamWrestling.net), and special guest star Steve Koonce (Idaho Booze Podcast) talk Grammys, Bill & Steve's old video podcast The DABC Show, Steve's hot takes on Landman and American Primeval, Seinfeld, Reno 911!, Severance, The Night Agent, The Recruit, The Night Recruit, The Day Agent, Slow Horses, 9-1-1, American Horror Story, Doctor Odyssey, Invincible, The Pradeeps of Pittsburgh, Rasslin' News, Super Bowl LIX, High Potential, and more.Drinking: Five Wives Moscow Mule and Madame Pattirini Gin from OFFICIAL TV Tan sponsor Ogden's Own Distillery.* Yell at us...
2025-02-031h 00Trust Company TalksPlanning for What Could Happen: Dan Tolomay’s Perspective on Opportunities, Challenges & Market Outlook in 2025In the latest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sat down with Chief Investment Officer Dan Tolomay, CFA to discuss the highlights of 2024 and the outlook for 2025.Reflecting on a strong year for markets, Dan noted that global equities rose approximately 20%, with U.S. large-cap growth leading the way. He attributed much of this performance to excitement surrounding artificial intelligence and the continued strength of a few key technology companies. However, he also emphasized the importance of looking beyond recent trends and maintaining a diversified approach to investments.“Plan for wh...
2025-01-2339 minTrust Company TalksBuilding a Brighter Future: Trina Fullard on Charlotte Rescue Mission's ImpactIn this episode of Trust Company Talks, Bill Noble and Burke Koonce welcome Trina Fullard, CEO of Charlotte Rescue Mission, to share her inspiring journey and the impactful work of the organization.Trina describes how the mission, founded in 1938 by nine Charlotte businessmen, has evolved into a vital resource for individuals facing homelessness and addiction. Offering a four-month residential recovery program, Charlotte Rescue Mission equips men and women with the tools they need for a fresh start. Programs like Rebound for men and Dove's Nest for women focus on healing, education and future readiness, with options for...
2024-12-1947 minTrust Company TalksAdvocating for the Innocent: Bonus Episode with Chris MummaIn this bonus episode of Trust Company Talks, Bill Noble and Burke Koonce sit down with the Executive Director of the North Carolina Center on Actual Innocence, Christine (Chris) Mumma, for an inspiring conversation about advocating for the wrongfully convicted.Chris shares the mission of the Center, which focuses on investigating claims of innocence, pursuing policy reform and providing reentry services for exonerees. The conversation brings attention to:The challenges exonerees face, from lack of support to hurdles in receiving compensation.Success stories, like Greg Taylor and Willie Grimes, and the lessons learned from their journeys...
2024-12-0533 minTrust Company TalksRebuilding after the Storms: Next Steps with Ben Teague of Biltmore FarmsIn the latest episode of Trust Company Talks, Bill Noble and Burke Koonce sit down with Ben Teague, vice president of strategic development at Biltmore Farms, to discuss disaster recovery, community resilience and the path forward for Western North Carolina after devastating storms.Ben brings a wealth of experience in disaster recovery, having led economic development efforts during Hurricane Katrina, and shares how those lessons are shaping the approach to rebuilding in the face of recent challenges.In this episode, the conversation explores:How collaborative efforts across public and private sectors drive recoveryThe economic...
2024-11-2153 minTrust Company TalksMarkets are Not Political: A Conversation with Jake DeKinder of Dimensional Fund AdvisorsIn the latest episode of Trust Company Talks, Bill Noble and Burke Koonce welcome Jake DeKinder, head of client communications at Dimensional Fund Advisors—an investment firm managing over $800B in assets and one of our key partners at Trust Company.Jake brings his extensive background in education and finance to share valuable insights about:Why financial education is critical for making informed decisionsThe benefits of an evidence-based approach to investingThe impact of social media on market behaviorWhy political beliefs shouldn't dictate financial strategiesJake stresses the importance of financial literacy and the need for a...
2024-10-1742 minTrust Company TalksSelling a Family Business: A Conversation with Charles Shook and Leah Jane BarnwellIn the latest episode of Trust Company Talks, hosts Bill Noble and Burke Koonce explore the world of small business mergers and acquisitions (M&A). Charles Shook, founder of Trestle Capital Partners, and Leah Jane Barnwell, CRPC®, Trust Company's strategic initiatives manager, join them. They offer practical advice and personal stories for family business owners thinking about selling.Leah Jane reflects on her family's journey with their manufacturing business, emphasizing the need to find a buyer who values the company's legacy and cares for the employees. She emphasizes that selling a family business is never just about t...
2024-09-1947 minTrust Company TalksInsights into Today's Financial Landscape: A Conversation with Our CIO Dan TolomayThe latest installment of Trust Company Talks features an insightful conversation with Dan Tolomay, Trust Company's Chief Investment Officer. Hosts Bill Noble and Burke Koonce explore current market conditions and investment strategies, providing valuable guidance for investors in today's complex financial landscape.Throughout this discussion, listeners will discover:The shifting tides in the tech sector and what it could mean for your portfolioWhy "cheap" might be the new "chic" in the stock marketThe case for pint-sized powerhouses in your investmentsUnearthing hidden gems in international marketsSeparating political noise from investment signalTune in for practical...
2024-08-2236 minTrust Company TalksThe Difference Between Good and Great with Legendary Broadcaster, Mick MixonIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Mick Mixon, a celebrated figure in North Carolina broadcasting. Known for his magnetic style and keen commentary, Mixon shares his journey from a young, curious kid in Chapel Hill to a prominent voice in sports broadcasting. Their conversation includes some of Mick's career lessons, personal anecdotes and a lot of laughter.During their conversation, the group talked about:Why did Mick choose to leave the Tar Heels for the Panthers, and why did he retire?Why mentorships are rare and...
2024-07-251h 05Trust Company TalksPlanning for Perpetuity: A Conversation with Trust Company's CEO, Bill SmithIn this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble welcome the President, CEO, and majority shareholder of Trust Company of the South, Bill Smith. They discuss exciting developments at the firm, focusing on planning for the future. The conversation covers the importance of continued independence, maintaining client relationships over generations, and the firm's commitment to its core values.During this episode, some of the topics discussed include:A big announcement on new principal partners and equity changesThe key traits that Trust Company looks for in evaluating...
2024-06-2029 minTrust Company TalksNavigating the M&A Landscape: A Conversation with Thomas Lyon & Mark PhillipsIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Thomas Lyon, partner at Manning, Fulton & Skinner P.A., and Mark Phillips, founder and managing director of Lamkin Road. Their conversation explores the current state and impact of the M&A market, processes, valuation dynamics and the experiences and challenges faced by business owners. The group also discusses key advice for prospective sellers and buyers and the psychological aspects of selling a business.Specifically, they talked through:The current state of the M&A market, especially as...
2024-05-2450 minTrust Company TalksStorytelling in Business: A Conversation with Dr. Heidi SchultzIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Dr. Heidi Schultz, a clinical professor of management and corporate communication at UNC Kenan-Flagler. The conversation explores the transformative power of storytelling in business, how it complements data and logic, and its role in effective communication and relationship building.Dr. Schultz shares insights from her extensive experience in teaching communication and storytelling, including the key elements of a good story, the impact of technology on traditional storytelling, and the importance of authenticity and connection in our increasingly digital world. The episode...
2024-04-3043 minTrust Company TalksBreaking Barriers in Finance and Politics: A Conversation with Janet CowellIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce sat down with Janet Cowell, former State Treasurer of North Carolina and a current candidate for mayor of Raleigh.The conversation covers a range of topics, from Janet's unexpected journey into public service and her influential tenure as treasurer to her insights on investing, the importance of diversity in finance and her current endeavors with the Dix Park Conservancy. Janet also shares her experiences and challenges as the first female Treasurer of North Carolina and offers advice to young women aspiring to make...
2024-03-2841 min
The RushMaxx Crosby & Raiders Players Get Honest About Their Team & Roast Each Other | Ep. 7On today's episode of The Rush, we welcome the raiders defensive line and defensive line coach. The boys talk everything football, Raiders and d-line culture. Make sure you subscribe so you never miss an episode.Welcome to "The Rush” where I'll be giving you all an inside look at what really goes on during the season. Stay tuned for weekly breakdowns following Raiders games and a celebration of fellow QB hunters around the leagueThis episode is sponsored by New Era. Visit neweracap.comMando: Control Body Odor ANYWHERE with @ sh...
2024-03-2247 minThe RushMaxx Crosby & Raiders Players Get Honest About Their Team & Roast Each Other | Ep. 7On today's episode of The Rush, we welcome the raiders defensive line and defensive line coach. The boys talk everything football, Raiders and d-line culture. Make sure you subscribe so you never miss an episode.Welcome to "The Rush” where I'll be giving you all an inside look at what really goes on during the season. Stay tuned for weekly breakdowns following Raiders games and a celebration of fellow QB hunters around the leagueThis episode is sponsored by New Era. Visit neweracap.comMando: Control Body Odor ANYWHERE with @ sh...
2024-03-2247 min
The RushMaxx Crosby & Raiders Players Get Honest About Their Team & Roast Each OtherOn today's episode of The Rush, we welcome the raiders defensive line and defensive line coach. The boys talk everything football, Raiders and d-line culture. Make sure you subscribe so you never miss an episode.Welcome to "The Rush” where I'll be giving you all an inside look at what really goes on during the season. Stay tuned for weekly breakdowns following Raiders games and a celebration of fellow QB hunters around the leagueThis episode is sponsored by New Era. Visit neweracap.comMa...
2024-03-2248 minTrust Company TalksTax Time: A Conversation with Chris Sutherland, CPAIn this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble are joined by one of Trust Company's own, wealth advisor and principal, Chris Sutherland, CPA, to help listeners better understand the intricacies of advanced tax planning. Throughout the conversation, Chris explains the potential benefits of various strategies and shares practical examples of how these strategies can be successfully implemented as part of a comprehensive financial plan.During this episode, some of the topics discussed include:Chris's career trajectory, which included 14 years with PricewaterhouseCoopers (PwC) and how he found the perfect...
2024-02-2238 min
Trust Company TalksState of the Markets 2024: A Conversation with Dan TolomayIn this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble are joined by Trust Company's chief investment officer, Dan Tolomay, to discuss the current state of the markets. Together, the trio explores market conditions, the impact of the Federal Reserve and China’s role in the global economy.Specifically, they discuss:Benefits of data-driven, long-term investing and the significant impact the top 10 S&P Index stocks had on its performance.The unpredictability and high valuations of large-cap growth stocks.The transformative role of the Federal Reserve in shaping investment la...
2024-01-2540 min
Trust Company TalksState of the Markets 2024: A Conversation with Dan TolomayIn this episode of Trust Company Talks, hosts Burke Koonce and Bill Noble are joined by Trust Company's chief investment officer, Dan Tolomay, to discuss the current state of the markets. Together, the trio explores market conditions, the impact of the Federal Reserve and China’s role in the global economy.Specifically, they discuss:Benefits of data-driven, long-term investing and the significant impact the top 10 S&P Index stocks had on its performance.The unpredictability and high valuations of large-cap growth stocks.The transformative role of the Federal Reserve in shaping investment la...
2024-01-2540 min
Trust Company TalksThe Magic Behind A Christmas Carol: A Conversation with Ira David Wood IIIIn this festive edition of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Ira David Wood III, executive director of Theatre in the Park, as he prepares for his final year of portraying Ebenezer Scrooge in his very own musical adaptation of A Christmas Carol.Throughout the conversation, they discuss David's childhood memories in Enfield, North Carolina. They also delve into his extensive career as an author, actor, and producer and his work with Theatre in the Park—an organization dedicated to providing a quality theatre experience to a diverse audience base in Ra...
2023-12-0759 minTrust Company TalksThe Magic Behind A Christmas Carol: A Conversation with Ira David Wood IIIIn this festive edition of Trust Company Talks, hosts Bill Noble and Burke Koonce sit down with Ira David Wood III, executive director of Theatre in the Park, as he prepares for his final year of portraying Ebenezer Scrooge in his very own musical adaptation of A Christmas Carol.Throughout the conversation, they discuss David's childhood memories in Enfield, North Carolina. They also delve into his extensive career as an author, actor, and producer and his work with Theatre in the Park—an organization dedicated to providing a quality theatre experience to a diverse audience base in Ra...
2023-12-0759 min
Trust Company TalksCulture, Relationships and the Fiduciary Standard of Care: A Conversation with Dave BeischerIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by special guest Dave Beischer, a Trust Company of the South board member and fifth-generation Durhamite, to share his family's experience as a client of Trust Company of the South for the past 26 years.The conversation centers on Dave's relationship with Trust Company, and how it evolved over the years from fiduciary services to wealth management, investments, tax strategies, risk management, corporate execution and management of the Fox Family Foundation, a philanthropic arm dedicated to supporting the Triangle nonprofit community....
2023-10-2638 minTrust Company TalksCulture, Relationships and the Fiduciary Standard of Care: A Conversation with Dave BeischerIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by special guest Dave Beischer, a Trust Company of the South board member and fifth-generation Durhamite, to share his family's experience as a client of Trust Company of the South for the past 26 years.The conversation centers on Dave's relationship with Trust Company, and how it evolved over the years from fiduciary services to wealth management, investments, tax strategies, risk management, corporate execution and management of the Fox Family Foundation, a philanthropic arm dedicated to supporting the Triangle nonprofit community....
2023-10-2638 min
Trust Company TalksOptimizing Portfolios in Unpredictable Times: A Conversation with Edward Saracino of VanguardIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Edward Saracino, senior portfolio specialist with Vanguard Financial Advisor Services, a longstanding investment partner of Trust Company of the South. During the conversation, Noble, Koonce and Saracino share insights on the current financial market, the pros and cons of different types of portfolio construction, and Vanguard's role as a resource to Trust Company clients.Some of the specific topics discussed include:The current macro environment and predictions for inflation, rate hikes and a potential recessionSaracino's experience over...
2023-09-2141 minTrust Company TalksOptimizing Portfolios in Unpredictable Times: A Conversation with Edward Saracino of VanguardIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Edward Saracino, senior portfolio specialist with Vanguard Financial Advisor Services, a longstanding investment partner of Trust Company of the South. During the conversation, Noble, Koonce and Saracino share insights on the current financial market, the pros and cons of different types of portfolio construction, and Vanguard's role as a resource to Trust Company clients.Some of the specific topics discussed include:The current macro environment and predictions for inflation, rate hikes and a potential recessionSaracino's experience over...
2023-09-2141 min
Trust Company TalksPreserving Legacies: Navigating Trust and Estate Planning with Westray VeaseyIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Trust Company of the South’s own chief fiduciary counsel, Westray Veasey, J.D, to offer an inside look at the important role trust and estate planning plays help safeguard your wealth and ensure your legacy lasts for generations to come.During this episode, some of the topics listeners will learn about include:The path that led Westray to become an estate planning lawyerThe definition of estate planning and its utility to our clientsWhen to begin the estate planning journey an...
2023-08-1735 min
Trust Company TalksPreserving Legacies: Navigating Trust and Estate Planning with Westray VeaseyIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Trust Company of the South’s own chief fiduciary counsel, Westray Veasey, J.D, to offer an inside look at the important role trust and estate planning plays help safeguard your wealth and ensure your legacy lasts for generations to come.During this episode, some of the topics listeners will learn about include:The path that led Westray to become an estate planning lawyerThe definition of estate planning and its utility to our clientsWhen to begin the estate planning journey an...
2023-08-1735 min
Trust Company TalksThe Inspiring Story of a True American Hero: A Conversation with Colonel Quincy CollinsFor this special episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by former fighter pilot, prisoner of war, professional speaker and a true American hero (who also happened to be born on the Fourth of July): Colonel Quincy Collins. During this conversation, Noble and Koonce go beyond wealth, investments and estate planning to give listeners a taste of some of the remarkable clients we serve, which includes the Colonel. During this episode, some of the topics listeners will learn about include:The childhood that fostered the patriotic and heroic spirit within t...
2023-06-2255 minTrust Company TalksThe Inspiring Story of a True American Hero: A Conversation with Colonel Quincy CollinsFor this special episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by former fighter pilot, prisoner of war, professional speaker and a true American hero (who also happened to be born on the Fourth of July): Colonel Quincy Collins. During this conversation, Noble and Koonce go beyond wealth, investments and estate planning to give listeners a taste of some of the remarkable clients we serve, which includes the Colonel. During this episode, some of the topics listeners will learn about include:The childhood that fostered the patriotic and heroic spirit within t...
2023-06-2255 min
Trust Company TalksTrust Company Talks With Investment Strategist Burke KoonceDuring this episode of Trust Company Talks, host Bill Noble sits down with his co-host and Trust Company of the South's investment strategist, Burke Koonce, to delve into the topic of investment strategy. However, their conversation doesn't stop there. Koonce also shares about his fascinating side hustle producing award-winning financial documentaries, which have gained recognition on popular streaming platforms like Netflix and HBO Max.While writing about investing strategy and producing financial documentaries both draw on Koonce's passion for storytelling, these activities also involve the behavioral component of investing, which is arguably even more important than technical...
2023-05-1832 min
Trust Company TalksTrust Company Talks With Investment Strategist Burke KoonceDuring this episode of Trust Company Talks, host Bill Noble sits down with his co-host and Trust Company of the South's investment strategist, Burke Koonce, to delve into the topic of investment strategy. However, their conversation doesn't stop there. Koonce also shares about his fascinating side hustle producing award-winning financial documentaries, which have gained recognition on popular streaming platforms like Netflix and HBO Max.While writing about investing strategy and producing financial documentaries both draw on Koonce's passion for storytelling, these activities also involve the behavioral component of investing, which is arguably even more important than technical...
2023-05-1832 min
Trust Company TalksA Conversation with Outer Banks Community Foundation CEO Chris SawinWelcome to Trust Company Talks, the investing and wealth management podcast brought to you by Trust Company of the South. In this episode, hosts Bill Noble and Burke Koonce sit down with Chris Sawin, president and CEO of the Outer Banks Community Foundation (OBCF), to discuss all things community foundation-oriented. From the unique geographic region served by OBCF to their work in disaster relief, grantmaking, scholarships and nonprofit support, Sawin shares insights into the impactful work being done by OBCF. Additionally, he delves into the foundation's fascinating origin story and the strategies they utilize to raise capital so...
2023-04-2045 minTrust Company TalksA Conversation with Outer Banks Community Foundation CEO Chris SawinWelcome to Trust Company Talks, the investing and wealth management podcast brought to you by Trust Company of the South. In this episode, hosts Bill Noble and Burke Koonce sit down with Chris Sawin, president and CEO of the Outer Banks Community Foundation (OBCF), to discuss all things community foundation-oriented. From the unique geographic region served by OBCF to their work in disaster relief, grantmaking, scholarships and nonprofit support, Sawin shares insights into the impactful work being done by OBCF. Additionally, he delves into the foundation's fascinating origin story and the strategies they utilize to raise capital so...
2023-04-2045 min
Faith Reason and Geekdom PodcastEp.79-Christian School ShootingPray for Katherine Koonce, Mike Hill, Cynthia Peak, Hallie Scruggs and Evelyn Dieckhaus, killed by trans shooter. DC's Shazam! Fury of the Gods box office performance, is there a backlash to Christian actor Zachary Levi? The Writers Guild of America is open to AI screenplays, another human replacement. Nancy Pelosi to archbishop who barred her from communion: ‘His problem, not mine’. and White House warns Uganda over its LGBTQ+ bill, may cancel $950M in annual aid. Please rate, subscribe, follow and share. God love you.
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2023-03-301h 00
Trust Company TalksA Conversation with Trust Company Chief Investment Officer Dan TolomayIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Trust Company of the South’s own chief investment officer, Dan Tolomay, CFA, for a highly informative conversation about a wide range of investment topics and Dan’s tried and true history with our firm over numerous market cycles.During this episode, listeners will also learn about:Dan’s background and how he came to join our firmWhat having a CFA designation means and the process to obtain one A typical day as the CIO at Trust Company of the SouthOu...
2023-03-1637 min
Trust Company TalksA Conversation with Trust Company Chief Investment Officer Dan TolomayIn this episode of Trust Company Talks, hosts Bill Noble and Burke Koonce are joined by Trust Company of the South’s own chief investment officer, Dan Tolomay, CFA, for a highly informative conversation about a wide range of investment topics and Dan’s tried and true history with our firm over numerous market cycles.During this episode, listeners will also learn about:Dan’s background and how he came to join our firmWhat having a CFA designation means and the process to obtain one A typical day as the CIO at Trust Company of the SouthOu...
2023-03-1637 min
Trust Company TalksA Conversation with Mark Roberts of Ironsides Asset AdvisorsAs volatility and uncertainty in the public markets persist, many investors are searching for new, or rather alternative, ways to diversify their portfolios. Amidst this backdrop, Trust Company of the South’s Bill Noble, director of client relations and development, and Burke Koonce III, investment strategist, are joined by Mark Roberts, chief investment officer at Ironsides Asset Advisors, for a conversation about what's really happening in the world of private equity and alternative investing.During this episode, listeners will learn about:What makes an asset an alternative investmentThe difference between private equity and hedge fundsThe advantages of...
2023-02-1338 min
Trust Company TalksA Conversation with Mark Roberts of Ironsides Asset AdvisorsAs volatility and uncertainty in the public markets persist, many investors are searching for new, or rather alternative, ways to diversify their portfolios. Amidst this backdrop, Trust Company of the South’s Bill Noble, director of client relations and development, and Burke Koonce III, investment strategist, are joined by Mark Roberts, chief investment officer at Ironsides Asset Advisors, for a conversation about what's really happening in the world of private equity and alternative investing.During this episode, listeners will learn about:What makes an asset an alternative investmentThe difference between private equity and hedge fundsThe advantages of...
2023-02-1338 min
Trust Company TalksA Conversation with Trust Company President and CEO Bill SmithIn this episode of our podcast series Trust Company Talks, Trust Company of the South’s Bill Noble, director of client relations and development, and Burke Koonce III, investment strategist, are joined by our very own president and chief executive officer, William H. Smith. Together they discuss the history of Trust Company and what lies ahead for the firm and the clients and markets we serve. And as much as Bill Smith would have liked to avoid it, we did manage to get him to talk about himself just a little. During this episode, listeners will learn about: Bil...
2023-01-3147 min
Trust Company TalksA Conversation with Trust Company President and CEO Bill SmithIn this episode of our podcast series Trust Company Talks, Trust Company of the South’s Bill Noble, director of client relations and development, and Burke Koonce III, investment strategist, are joined by our very own president and chief executive officer, William H. Smith. Together they discuss the history of Trust Company and what lies ahead for the firm and the clients and markets we serve. And as much as Bill Smith would have liked to avoid it, we did manage to get him to talk about himself just a little. During this episode, listeners will learn about: Bil...
2023-01-3147 min
Betting On ZeroBill Hwang Is In Jeopardy, Along With Free Speech, Free Money, and Maybe Even FoodBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. This is the eighth episode of Season Two.John, who regularly appears on financial news networks, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such as Betting On Zero, and just last month, Gaming Wall Street, now on HBO Max.Gaming Wall Street is an HBO Max Original, produced...
2022-04-2843 min
Trust Company TalksTrust Company Talks with Dave Butler and Jack Nicholson of Dimensional FundsBill Noble and Burke Koonce of Trust Company of the South are joined by Dave Butler and Jack Nicholson of Dimensional Fund Advisors for a discussion of what's happening in markets and how Dimensional is navigating market volatility. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as s...
2022-03-0240 min
Trust Company TalksTrust Company Talks with Dave Butler and Jack Nicholson of Dimensional FundsBill Noble and Burke Koonce of Trust Company of the South are joined by Dave Butler and Jack Nicholson of Dimensional Fund Advisors for a discussion of what's happening in markets and how Dimensional is navigating market volatility. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as s...
2022-03-0241 min
Trust Company TalksTrust Company Talks with Special Guests Amy Risseeuw and Charles ShookBill Noble and Burke Koonce of Trust Company of the South are joined by mergers and acquisitions experts Amy Risseeuw of Wyrick Robbins and Charles Shook of Trestle Capital for a discussion of the current M&A landscape for small business owners. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts...
2022-02-2346 min
Trust Company TalksTrust Company Talks with Special Guests Amy Risseeuw and Charles ShookBill Noble and Burke Koonce of Trust Company of the South are joined by mergers and acquisitions experts Amy Risseeuw of Wyrick Robbins and Charles Shook of Trestle Capital for a discussion of the current M&A landscape for small business owners. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts...
2022-02-2346 min
Trust Company TalksTrust Company Talks with Guests Nick Puleo and Jack Nicholson of Dimensional FundsBill Noble and Burke Koonce of Trust Company of the South are joined by their good friends Nick Puleo and Jack Nicholson of Dimensional Funds. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.
2022-01-0451 min
Trust Company TalksTrust Company Talks with Guests Nick Puleo and Jack Nicholson of Dimensional FundsBill Noble and Burke Koonce of Trust Company of the South are joined by their good friends Nick Puleo and Jack Nicholson of Dimensional Funds. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.
2022-01-0451 min
Trust Company TalksTrust Company Talks with Guests Leland Little and Lauren Sanford of Leland Little AuctionsBill Noble and Burke Koonce of Trust Company of the South are joined by their friends Leland Little and Lauren Sanford of Leland Little Auctions. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.
2021-09-1444 min
Trust Company TalksTrust Company Talks with Guests Leland Little and Lauren Sanford of Leland Little AuctionsBill Noble and Burke Koonce of Trust Company of the South are joined by their friends Leland Little and Lauren Sanford of Leland Little Auctions. Trust Company Talks is a production of Trust Company of the South, one of the premier wealth management firms in the Southeast. Trust Company is a privately held firm based in Greensboro, NC, with offices in Charlotte and Raleigh. You can find more episodes of Trust Company Talks on Apple Podcasts, Spotify and Google Podcasts. Receive the episodes as soon as they premiere by subscribing today.
2021-09-1444 minBetting On ZeroGoing Deep With Bill Keep, MLM Expert. How MLM is Anti-Capitalism.Burke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. In this episode, we are joined by business professor William Keep, who has written extensively on multilevel marketing and was featured in the 2017 documentary Betting On Zero.John, who is executive chairman of Maven, owner of TheStreet.com and other media properties, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. These discussions sometimes get made into films such...
2021-04-0959 min
American DiscourseVictory Lap for Dems - GOP running on EmptyThere is no way to look at the results of the past week as anything other than a huge win for the Biden-Harris administration, the Democratic Party, and all Americans longing for even the smallest dose of truth, sanity, compassion, and vaccinations! With the passage and signing of the American Rescue Plan Act, along with the announcement that vaccinations are rolling out even faster than expected, the light at the end of the tunnel appears to be shining brighter than ever.Robin and David discuss how everything broke in the Dems favor and how it has left R...
2021-03-1333 minBetting On ZeroAn Interview With The Wolf Whisperer, CNBC's Scott WapnerBurke Koonce and John Fichthorn discuss the latest topics of interest in politics, financial markets, and the cultural forces that shape the world around us. In this episode, we are joined by financial journalist Scott Wapner, whose coverage on CNBC of the Herbalife battle and the personalities behind not only made it into Betting On Zero but set the standard for financial journalism for the next decade.John, who is executive chairman of Maven, owner of TheStreet.com and other media properties, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history...
2021-03-0248 minBetting On ZeroLiving In The Post-Truth World of Politics and Markets. With Guest Matt TyrmandBurke Koonce and John Fichthorn catch up in this podcast and discuss the Texas lawsuit headed for the Supreme Court, more on Hunter Biden and the state of investigative reporting. With guest Matt Tyrmand.John, who is executive chairman of Maven, and Burke, who runs the Capitalism Maven site for TheStreet.com, have a long history together discussing markets, politics and contemporary subjects. In this episode, we talk about the ongoing drama surrounding the presidential election with special guest Matt Tyrmand, investigative journalist and avowed right-wing provocateur. Tyrmand has done a lot of homework on H...
2020-12-1152 min
Nashville RetrospectSlavery, Runaways, Fancy Girls | Alex Haley’s ‘Roots’ | African-American Genealogy | February 2019 IssueSlavery was so pervasive in Tennessee that the city of Nashville owned slaves. Host Allen Forkum (editor of The Nashville Retrospect newspaper) interviews historian Bill Carey about his book Runaways, Coffles and Fancy Girls: A History of Slavery in Tennessee. Using his survey of advertisements in Tennessee newspapers, Carey shows how slavery touched many aspect of everyday commerce and law, such as banks, newspapers, factories, courts and even taxpayers. The ads also provide personal details and descriptions of enslaved African-American individuals, and they reveal the cruelty of the human bondage, from the separation of mothers from their children, to...
2019-02-011h 05