Articles

Heartland Trust Company turns 30 this year. As we celebrate this milestone, we’ll include a feature on one of our old locations in each quarterly newsletter.  Steve Halverson, chairman of the board...

The year 2019 was a solid one for investors. A year after one of the worst fourth quarters since the Great Recession, stocks rebounded to close 2019 with several major indexes reaching record highs. ...

Meet Missy Zarak Missy is an administrative associate working in the personal trust area. She provides excellent service to clients with trust, agency, and IRA accounts. She has over 30 years of exper...

In December, the Heartland Trust team made tie-blankets to donate to the YWCA....

After my grandmother’s funeral in early August, the message from Pastor Corey Bjertness stuck with me: “Achieving meaningful greatness comes from having good character and consistently being prese...

If you’ve been named as an individual trustee, it’s often considered an honor. However, you now have significant responsibilities to the current and future beneficiaries of the trust, which may fe...

No matter how business savvy you are, choosing how to invest your money can be tricky. If you are a business owner who sponsors a retirement plan, this becomes even more worrisome because you are expe...

If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you’re not alone. According to the Senate Special Committee on Aging, older Americ...

Meet Mary Fridgen. Mary is the newest member of our team. She is an administrative associate who handles the receptionist duties. She is the energetic voice you’ll probably hear if you call us. We c...

Brian Halverson, President, seen below with the Association of Trust Organizations (ATO) board of directors at the annual conference in Denver, CO. Halverson was this year’s Chair of the three-day c...

This is a topic that has been flying under the radar for a bit too long. What does “responsible investing” mean and why would someone allocate their assets towards it? In industry talk, we refer t...

Philanthropy is a key to the success of our region. The financial generosity of donors combined with donations of time and talents directly enrich the lives of those in need. This indirectly enriches ...