Insights Center

  1. Home
  2. Insights Center

Episode 5 – Back to School

News
No Comments

With summer winding down and back-to-school season in full swing, we thought that this would be a great opportunity to discuss education planning and answer some of the most common questions that we receive from our clients.

Read More

HAPPY LABOR DAY!

News
No Comments
OUR OFFICE WILL BE CLOSED ON MONDAY, SEPTEMBER 5TH, 2022, IN OBSERVANCE OF THE LABOR DAY HOLIDAY. WE WILL RESUME NORMAL BUSINESS HOURS ON TUESDAY, SEPTEMBER 6TH, 2022. WE WISH FOR YOU AND YOUR FAMILY A SAFE AND HEALTHY HOLIDAY.
Read More

Episode 4—From the Desk of Podcast: Emotions in the Market

Mary Katherine Glassman and Donna Rasile talk about Emotions in the Market. When markets get volatile, it can be tempting to make changes. During times of stress, following the herd mindset may lead to poor decision-making. Following what “others” may be doing may not be right for you. Everyone’s personal financial situation is unique to them, and therefore even though it seems like everyone else is investing a certain way doesn’t mean it is your right decision.

Read More

Episode 3—From the Desk of Podcast: Coffee, Tea, Taxes, and Roth Conversions

As we end the second quarter and approach the July 4th holiday, I thought we might focus today’s podcast on coffee, tea, and taxes. After the worst first half of the year for the stock market since 1970, I think most of us could use a little caffeinated pick-me-up before we pitch our stocks and bonds overboard into the harbor to protest the inflation tax which has descended upon the nation. So, with me today to discuss better forms of tax protests are FinTrust Director of Financial Planning Cassidy Murphy, and Will Kibler, Investment Advisor with FinTrust, who works with retirement plans, retirement plan participants, and personal wealth clients.

Read More

Portfolio Commentary—2nd Quarter 2022

SUMMARY and TAKEAWAYS High inflation and Federal Reserve tightening have historically led to bear markets. Bear markets and recessions are typically related. Stocks typically bottom before the end of recessions. Today’s Inflation is part pandemic related, baby-boom retirement related, and part green energy policy driven Consumer confidence is at lows and indicates a consumer recession…
Read More

Bethany Thompson Accomplishes Path to U.S. Citizenship

FinTrust is pleased to announce that Bethany Thompson, CES™ Registered Client Service Administrator, has successfully passed all aspects of the 10-step naturalization process to become a U.S. Citizen. Bethany moved to America in 2003 when her father came to work for an Irish company as an engineer in Anderson, S.C. When asked about becoming a…
Read More

Categories

Archives