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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.

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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.

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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…
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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…
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HAPPY FOURTH OF JULY!

OUR OFFICE WILL BE CLOSED ON MONDAY, JULY 4TH, 2022, IN OBSERVANCE OF THE INDEPENDENCE DAY HOLIDAY. WE WILL RESUME NORMAL BUSINESS HOURS ON TUESDAY, JULY 5TH, 2022. WE WISH FOR YOU AND YOUR FAMILY A SAFE AND HEALTHY HOLIDAY. FROM ALL OF US AT FINTRUST, HAPPY FOURTH!
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Special Episode—From the Desk of Podcast: Retirement Plans

From the Desk of PodcastRetirement PlansAudio https://fintrustadvisors.com/wp-content/uploads/2022/06/FinTrust-FTDO-Podcast-Episode-3.mp3 Download the .mp3Welcome. You’re listening to the FinTrust Capital Advisors From The Desk Of Podcast: our podcast about markets, life, and things financial. Today’s podcast about retirement plans features Chip Hardy, FinTrust’s Senior Vice President, Fiduciary Consultant, with Mike Switzer of the South Carolina Business Review, heard each…
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JUNETEENTH DAY

HAPPY JUNETEENTH DAY!

Our office will be closed on Monday, June 20, 2022, in observance of Juneteenth Day, which officially became a federal holiday on June 17, 2021. We will resume normal business hours on Tuesday, June 21, 2022. On this important day, we commemorate those individuals who descend from ancestry that were held as slaves and set…
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