HAPPY PRESIDENTS’ DAY!
No Comments
IN OBSERVANCE OF PRESIDENTS’ DAY, OUR OFFICE WILL BE CLOSED ON MONDAY, FEBRUARY 21ST, 2022. WE WILL RESUME NORMAL BUSINESS HOURS ON TUESDAY, FEBRUARY 22ND, 2022.
Read MoreInsights Center
HAPPY MLK DAY!
IN OBSERVANCE OF MARTIN LUTHER KING DAY, OUR OFFICE WILL BE CLOSED ON MONDAY, JANUARY 17TH, 2022. WE WILL RESUME NORMAL BUSINESS HOURS ON TUESDAY, JANUARY 18TH, 2022.
Read More
BREAK AND EDUCATE: MIDTERM EXAMS
With 2021 in the rear window, what can we take away and plan for in 2022 when it comes to our investments? How can you position your portfolio for what is ahead? Join Donna Rasile, Senior Vice President, Investment Advisor with FinTrust Capital Advisors, for an engaging discussion with Allen Gillespie, FinTrust’s Chief Investment Officer,…
Read More
Madison Allard and Sam Schnurr Join FinTrust as Client Service Administrators
FinTrust Capital Advisors is pleased to announce that Madison Allard and Sam Schnurr have joined the FinTrust team as Client Service Administrators. They will focus on building and maintaining client relationships while assisting with service requests. Madison is a Western Carolina University (Cullowhee, NC) graduate with a BSBA in Business Administration and Law. She enjoys…
Read More
Wealth Management Quarterly: Dolly and the White Squirrel
Q4 2021: Hello Dolly Q: Allen, why title this WMQ Dolly and the White Squirrel? Since this WMQ is going to touch on some complex topics, I wanted to challenge our readers to think creatively. Louis Armstrong, the famous jazz singer, made the song Hello Dolly! into a true musical classic. Most of us know…
Read More
BREAK & EDUCATE: Estate Planning in the Current Tax Environment
Navigating new tax laws can be challenging; however, having a solid estate plan in place can position you well for the future. Join Donna Rasile, Senior Vice President, Investment Advisor with FinTrust Capital Advisors, as she hosts an engaging discussion with specialists Erin Patterson and Jeanna Shelton of Erin Patterson Law in the field of estate…
Read MoreBREAK & EDUCATE: Estate Planning in the Current Tax Environment
Navigating new tax laws can be challenging; however, having a solid estate plan in place can position you well for the future. Join Donna Rasile, Senior Vice President, Investment Advisor with FinTrust Capital Advisors, as she hosts an engaging discussion with specialists Erin Patterson and Jeanna Shelton of Erin Patterson Law in the field of estate…
Read More