It has been said that Napoleon’s definition of a military genius was the man who can do the average thing when everyone else around him is losing his mind. The same principle can be applied to investing. Learn more from Will Kibler as he discusses investing during emotional situations and the importance of having a…
Everyone at FinTrust Capital Advisors will bid farewell to Donna Lindley on Friday, April 30, as she retires. As many know, Donna has faithfully served the firm and our clients as Senior Client Service Administrator for 37 years. Donna will be greatly missed by the FinTrust team and all of our clients. As she specialized…
Economic Vitals SignsQ: Allen, why are you thinking about economic vital signs now? In medicine, a physician or nurse takes vital signs because these are useful in detecting and monitoring medical problems. If a measurement veers outside of the standard or normal range, then the vital sign alerts the healthcare provider that there may be…
Join Donna Rasile, Senior Vice President, as she shares insightful information about Women and Wealth. Did you know that women now earn, control, and inherit more money and assets than ever before? Did you know that women control a third of total U.S. household financial assets – more than $10 trillion and that number is…
Paul Gordon, CFP®, Senior Vice President, Investment Advisor If you work from home, do you know how to benefit when filing your annual tax return? Join Paul Gordon for an informative video and learn about the requirements to claim the home deduction. Paul Gordon, CFP®Paul works with a diverse group of clients to help meet the…
Donna Rasile, Senior Vice President, Investment Advisor with FinTrust Capital Advisors hosted an online presentation with Toni L. Freeman on Wednesday, February 10, 2021. Toni provided a brief history of philanthropy, reviewing individual and grantmaking philanthropy. She also discussed considerations for a gifting strategy, answered questions, and guided a brief discussion about the barriers and…
First Quarter 2021Download PDFQ: Allen, as we exit 2020 and look forward to 2021, how would you summarize what you see happening in the markets? I think January 6, 2021 created a massive, economically important temporal marker. I believe, in time, it will mark the day the US Dollar lost its status as the world’s…
