Category: In the News

As we approach the season of giving, relationship manager Chris Lambert shared with WBIR-TV how IRA holders over the age of 70 ½ may be eligible to use Qualified Charitable…

In a world that increasingly is becoming digital, it is important to reflect on and plan for the future of your digital assets. Client specialist Catherine Carter shared with WBIR-TV…

A combination of economic factors seems to be setting up a recession. Chief Investment Officer Miranda Carr helped clarify on WBIR-TV what a recession is, what we might expect and…

Earlier this month, the Federal Reserve raised its benchmark interest rate in an effort to curb inflation. Chief Investment Officer Miranda Carr shared on WBIR-TV how this rate increase could…

Relationship manager Chris Lambert shared on WBIR-TV how homeowners and potential homebuyers can adjust financial plans to accommodate interest rate changes.

Client specialist Catherine Carter shared on WBIR-TV some strategies for successfully navigating these uncertain times of rising inflation and headlines of strife from around the world.

Relationship manager Chris Lambert shared on WBIR-TV the documents you need to file based on your situation and the new tax code along with insight into how you can simplify…

A new year is an opportunity to refocus on your financial future, particularly in this period of heightened inflation. Client specialist Catherine Carter shared on WBIR-TV what you need to…