When it comes to their portfolios, investors hate to take losses. But sometimes a loss could be just what the CPA ordered. As we wrap up a volatile year in the stock market, many people are…
Private & Commercial Banking
The end of the year is quickly approaching, and as people turn their attention to holiday celebrations with friends and family, taxes are naturally the last thing on their minds. However, implementing one or more of…
Although it has been well over a decade ago, the bursting of the US housing bubble from 2007-2009 still looms large in the minds of many homeowners, and for good reason. From the end of 2006…
The end of the year is quickly approaching and as people turn their attention to holiday celebrations with friends and family, taxes are naturally the last thing on their minds. However, implementing one or more of…
Unemployment Fraud is on the rise across the country and it’s been said that we should expect to see an increase in these types of crimes in the months ahead. This is a form of identity…
While the relief checks are starting to be sent out, the safety and security of our clients, their families, and their commercial interest is our main priority. Please remember that while you are working from the…
Resources for Business Owners impacted by COVID-19 To say that the past few weeks have been unprecedented would be the biggest understatement of this very young decade. While everyone is likely to feel some impact from…
Source: The US Department of Labor, March 24, 2020 WASHINGTON, DC – Yesterday the U.S. Treasury Department, Internal Revenue Service and the U.S. Department of Labor announced that small and midsize employers can begin taking…
What are my options? Employee stock options can be a great way to build long term wealth and participate in the growth of a company. However, when it comes time to utilize those options there can…
Written by: Alice B. Womack, Associate Managing Director, Private Banking There are a variety of ways to save for college and the single best way to save is dependent on your financial picture. Regardless of the…