Financial Education Center

First Bank Invests in Future Business Leaders and Entrepreneurs with Girls Inc.

In partnership with First Bank, Girls Inc. St. Louis is launching the Girls Inc. Entrepreneurship and Business Academy (GEBA) focused on exposing young women, primarily of color, in grades 8 through 12 to business and entrepreneurial professionals, curriculum and opportunities. Learn more about First Bank's partnership with Girls Inc.

Year-End Tax Planning: An Explanation of Tax-Loss Harvesting

As we approach the year-end, seasoned advisors are gearing up for the annual ritual of tax-loss harvesting, a strategic maneuver aimed at optimizing client portfolios. As we delve into this year's year-end maneuvers, our aim is to approach the process with wisdom, finesse, and the understanding that our clients’ portfolios and overall tax circumstances differ.

2023 Family Business CEOs to Watch

First Bank's Center for Family-Owned Businesses is thrilled to announce two of our close family business friends as 2023 Family Business Magazine CEOs to Watch!

Active Versus Passive Portfolio Management: Which Investment Method Is Right for You?

A common debate among investment forums is regarding the merits of active versus passive portfolio management. Whatever method an investor chooses, they will need to weigh their financial goals, the time horizon, and risk tolerance into their strategic long-term asset allocation approach.

The Progenitor’s Dilemma: Avoiding Entitlement When Transferring Wealth

This article discusses strategies that parents and grandparents may use to help leave a legacy of empowerment and not entitlement with their transfer of wealth.

Family Business Boards – Hidden Challenges and How to Overcome Them

The article discusses five reasons business owners do not create a family business board and five reasons to consider creating one.