HAPPY MLK DAY!
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In observance of Martin Luther King Day, our office will be closed on Monday, January 16th, 2023. We will resume normal business hours on Tuesday, January 17th, 2023.
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NEW YEAR’S DAY OFFICE CLOSING
OUR OFFICE WILL BE CLOSED ON MONDAY, JANUARY 2, 2023, IN OBSERVANCE OF THE NEW YEAR’S DAY HOLIDAY. WE WILL RESUME NORMAL BUSINESS HOURS ON TUESDAY, JANUARY 3, 2023. WE WISH YOU AND YOUR FAMILY A SAFE AND HEALTHY NEW YEAR.
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OUR OFFICE WILL BE CLOSED FOR CHRISTMAS DAY
WE WISH YOU AND YOUR FAMILY A HAPPY HOLIDAY SEASON! OUR OFFICE WILL BE CLOSED ON MONDAY, DECEMBER 26TH, 2022. WE WILL RESUME NORMAL BUSINESS HOURS ON TUESDAY, DECEMBER 27TH, 2022.
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EPISODE 7 – YEAR-END FINANCIAL PLANNING
Today’s podcast about retirement plans features Donna Rasile, FinTrust’s Senior Vice President, Investment Advisor, with MK Cassidy, also with FinTrust Capital Advisors. Today we’re going to talk about important financial planning items for year end and we’ll hopefully give you a few things to think about adding to your to-do list to ensure your financial affairs are in order as we head into 2023.
WEALTH MANAGEMENT QUARTERLY
Thank You For Being Late Fourth Quarter 2022 Q: Allen, why title this WMQ “Thank You For Being Late?” I decided to borrow this Wealth Management Quarterly title from Thomas Friedman’s book, Thank You For Being Late: An Optimist’s Guide to Thriving in the Age of Accelerations. Friedman’s “field guide to the 21st century” addresses…
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OUR OFFICE WILL BE CLOSED FOR THANKSGIVING DAY
WE WISH YOU AND YOUR FAMILY A HAPPY THANKSGIVING! AS WE DO EVERY DAY, WE THANK YOU FOR BEING THE CORE TO OUR SUCCESS, AND WE LOOK FORWARD TO A WONDERFUL 2023. OUR OFFICES WILL BE CLOSED ALL DAY ON THURSDAY, NOVEMBER 24TH, 2022. WE WILL CLOSE AT 1:00 P.M. ON FRIDAY, NOVEMBER 25TH, 2022.…
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Portfolio Commentary – Quarter 3 2022
SUMMARY The Federal Reserve – Standing Tall Against Inflation Markets are worried Fed is hiking into an economic slowdown Due to leads and lags, stock market performance and economic performance may differ Mid-term election uncertain typically depresses stocks prior to post mid-term year high Equity markets have performed best when there is a split Congress…
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