Insights Center

  1. Home
  2. Insights Center
  3. Page 3

A Tribute to Donna Lindley

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…
Read More

Wealth Management Quarterly: Monetary and Fiscal Sickness

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…
Read More

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…
Read More

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…
Read More

BREAK & EDUCATE: The “I” in Philanthropy

No Comments
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…
Read More

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…
Read More

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…
Read More