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Women and Wealth

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…
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Is the Home Office Deduction Right for You?

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…
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BREAK & EDUCATE: The “I” in Philanthropy

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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…
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Wealth Management Quarterly: The Economic Consequences of the Breach

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…
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Allen Gillespie: What’s Not Going to Change Due to The Election?

Allen Gillespie, President, Managing Partner Investments, discusses how the recent US election will (or won’t) affect investing. IMPORTANT DISCLOSURES: Securities offered through FinTrust Brokerage Services, LLC (Member FINRA/ SIPC) and Investment Advisory Services offered through FinTrust Capital Advisors, LLC.  Insurance services offered through FinTrust Capital Benefit Group, LLC. This material does not constitute an offer…
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Break & Educate: “Post-Election Market Forecast”

Allen Gillespie CFA, Managing Partner Investments at FinTrust Capital Advisors, held an online seminar on Tuesday, November 17, 2020. In case you missed that or would like to watch the seminar again, please click the video link. What may go down in history to be one of the most unprecedented elections, what will that mean…
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Are Stocks Too High To Buy?

A Benjamin Graham Analysis of the Dow Jones Industrial Average ETF (Symbol: DIA) FinTrust Brokerage Services | Equity Research November 30, 2020 *Please see important certification and disclosure information at the bottom of this page. Download PDF Industry: Diversified Tracking ETF: SPDR Dow Jones Industrial ETF (DIA) Index Overview: The Dow Jones Industrial Average is…
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