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 Distributions to satisfy IRA requirements while fulfilling charitable … [Read more...]

On a list of things you should do before you pass away, estate planning might not immediately come to mind. However, having a plan in place will help your loved ones. Wealth management associate Todd Kelly Jr. shared with WBIR-TV a checklist that … [Read more...]

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 how to get started on a digital estate … [Read more...]

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 what investors should do. … [Read more...]

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 impact our finances. https://youtu.be/_ZrG5na0mFU … [Read more...]

Relationship manager Chris Lambert shared on WBIR-TV how homeowners and potential homebuyers can adjust financial plans to accommodate interest rate changes. https://youtu.be/Z_FXvfxwlVQ … [Read more...]

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. https://youtu.be/wRW5mtsI0nk … [Read more...]

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 your taxes and save for retirement. https://youtu.be/vqFeVnALzGs … [Read more...]