SAVE THE DATE! Join Us on ZOOM Wednesday, June 23, 2021 at 12:00 PM Click this link to RSVPWaltonwood-Cotswold Assisted Living & Memory CareJoin Donna Rasile, Senior Vice President Investment Advisor for a virtual presentation about philanthropy. This special event is being held in conjunction with Waltonwood Cotswold, an assisted living memory care facility in…
Our offices will be closed on Monday, May 31st, 2021. We will resume normal business hours on Tuesday, June 1st, 2021. On this important day, as we commemorate those who we have lost in military service to our country, we wish for you and your family peace and prosperity.
Join Donna Rasile, Senior Vice President, Investment Advisor at FinTrust Capital Advisors as she hosts experts in the field of opportunity zone investing, Louis Dubin, Managing Partner, and Lori Perro, Managing Director at Redbrick LMD. Together, they will explore the current “opportunities” of Opportunity Zone investing. In our current and ever-changing environment now is a…
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…
Our offices will be closed on Friday, April 2nd, 2021. We will resume normal business hours on Monday, April 5th, 2021. We wish for you and your family a safe and healthy Easter.
