A lot can happen in a year, and 2025 was no exception. From launching new tools to meeting clients across the country, we’re proud of what we built together. Here’s a quick look at some of the moments that shaped this year at Equity. #equitytrust #retirementinvesting #selfdirectedIRA
Getting Real with John Bowens - Trump Account
A new government-backed investment account for children is generating plenty of
What is the Trump Account?
Explore ways to save for your child’s education in a CESA here: https://eqtytrst
What is the Trump Account?
Explore ways to save for your child’s education in a CESA here: https://eqtytrst
60 Seconds or Less - UBIT Explained
UBIT, or Unrelated Business Income Tax, can be an important consideration for ce
Equity Trust Company
