Welcome to this episode of “From The Desk Of,” our podcast about markets, life, and things financial. Today’s podcast about retirement plans features Donna Rasile, Senior Vice President, Investment Advisor and MK Cassidy, both with FinTrust Capital Advisors.
Insights Center
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…
Read MoreOUR 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.…
Read MorePortfolio 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…
Read MoreEpisode 6 – Social Security Basics – Part One
Welcome to this episode of “From The Desk Of,” our podcast about markets, life, and things financial. Today’s podcast is the first of a three-part series on social security featuring FinTrust financial planners, Mary Katherine (MK) Glassman and Cassidy Murphy.
Special Episode – Macroeconomics (Group Practice Accelerator Podcast Rebroadcast)
Welcome to this episode of “From The Desk Of,” our podcast about markets, life, and things financial. Today’s podcast about macroeconomics features Allen Gillespie, FinTrust’s Chief Investment Officer, with Perrin DesPortes of the Group Practice Accelerator.
Episode 5 – Back to School
Welcome to this episode of “From The Desk Of,” our podcast about markets, life, and things financial. Join Mary Katherine (MK) Glassman and Cassidy Murphy as they discuss education planning and answer some common questions.