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Financial Rebalancing

Important Dates: Reminder

Financial Deadlines Some deadlines are hard to forget.  For example, nobody forgets the April 15  deadline to file income taxes.  However, the year is full of other important dates that can sneak up on even the most time-conscious investor.  Many of those occur in the last few months of the year. Below are a few…
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Watching the Tape: September

September 2019 Inherited Money or Earned Money? Earlier this summer the world lost Gloria Vanderbilt.  The eulogies talked mostly about her loves and dramas (Gloria lived a full life); those stories sell tabloids.  We prefer to remember her business skills.  For example, in the 1970’s, Gloria Vanderbilt basically re-invented the jean industry.   Later she launched…
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Mrs. Watanabe, allow me to introduce you to our clients.

Editor’s note: The Q & A below is an interview conducted by Fintrust Director of Marketing and Client Engagement Paige Siniard, with Allen Gillespie, CFA®, President, Managing Partner Investments. August 2019 Who is Mrs. Watanabe? Q: Allen, the other day in a Fintrust Investment Policy meeting you mentioned “Mrs. Watanabe.” Who is she? A: “Mrs.…
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Amazon Revisited A New Dutch East India Company or Bernanke’s Mississippi Bubble Stock? Part II

Special Report – Inc. (AMZN), Amazon Revisited: Part III

A New Dutch East India Company or Bernanke’s Mississippi Bubble Stock? Part III FinTrust Brokerage Services Equity Research July 30, 2019 *Please see important certification and disclosure information at the bottom of this page. Download PDF Industry: Wholesale Distribution GICS Sector/ Sub code: Electrical Apparatus and Equipment / 5063 Company Summary: Founded in 1994,…
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FinTrust Financial Forum 2019: Innovation

FinTrust Capital Advisors Hosts Its Third FinTrust Financial Forum On Wednesday, May 22, 2019 FinTrust Capital Advisors hosted an informative, collaborative conference focused on innovation and intellectual property at Zen in downtown Greenville. The FinTrust Financial Forum featured eight sessions, thirteen speakers, and nine discussion tables. The 200 guests included FinTrust clients and centers of…
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