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.
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.
Parallels can be drawn between Tom Brady’s success and longevity to sound portfolio management best practices.
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.
David Frederick, Director of Client Success and Advice at First Bank, discusses saving for retirement during different stages of life in this month's Wealth Management video.
April is National Financial Literacy Month, or a month set aside to highlight the importance of sound financial behaviors. Financial literacy is understanding and employing financial skills, such as budgeting, debt management, and investing.