To brand or not to brand; it’s a very good question. No, we’re not discussing a soliloquy from Shakespeare, but an important decision that family businesses must make when strategizing for the future. Being the economic powerhouse they are, it makes good financial sense that family businesses wouldn’t leave something as critical as their business branding to chance.
George Nicola, Senior Vice President and Chief Investment Officer for First Bank Wealth Management, and a panel of experts discussed the possible challenges investors may face in 2023. From recession to stagflation, the panel unpacked how investors can avoid costly mistakes and capitalize on opportunities that may arise in a potentially challenging year.
David Frederick, Director of Client Success and Advice at First Bank Wealth Management, shares insight on the factors that will determine the prospects of a successful retirement and the value of wealth planning in preparing for retirement.
Over the last three parts, we’ve discussed how biases impact our decision-making, particularly when it comes to our investments.
David Frederick, Director of Client Advice and Success at First Bank Wealth Management, discusses the financial needs people face as they age, how to source funds to meet their needs, and basic steps to help ensure a successful retirement plan.
David Frederick, Director of Wealth Planning for First Bank Wealth Management, discusses strategies for maximizing support funding for disabled individuals.
First Bank offers retirement planning tips which include special methods that will help you jumpstart your retirement nest egg.