Online and Mobile Banking will be undergoing scheduled maintenance during the early morning hours on Sunday, March 26. Users may experience periodical outages causing Online and Mobile Banking to be unavailable. We apologize for any inconvenience.

Get an experienced trust officer’s perspective on Estate Planning and Asset Management. Attend a free seminar.

Hurricane Relief Resources

On Our Minds

List Grid
Browse by topic

How to Afford the Down Payment for a Commercial Loan

A commercial loan is a type of loan that is available for businesses to fund growth, equipment, property, and more. Depending on the type of loan, how much money you need, and your credit history, the down payment for commercial loans varies. 

More

Vanguard vs. iShares by BlackRock

Since we use both Vanguard and iShares by BlackRock Exchange Traded Funds (ETFs) extensively, one of my pleasures over the last few years has been seeing each company try to outdo the other by lowering costs. As they continue to lower costs, they gather more and more investments. As referenced in a recent Bloomberg article, together they account for 64% of the ETF market as Vanguard is getting close to the size of BlackRock.

More

Best Practices for Financial Planning in Florida: Include Hurricane Season

 

If you’ve lived in Florida for any length of time, you know what happens every summer: Hurricane season. Longtime residents know the drill – protect yourself and your loved ones in terms of shelter, safety and supplies.

More

Why Should You Begin Your Estate Planning Now?

Google “things to do before you die” and you’ll get over four billion hits. Most will involve experiences like “go on an African safari,” “visit the Grand Canyon,” “see a live Broadway show,” “swim with dolphins,” “ride in a hot air balloon,” etc.

More

5 Financial Planning Strategies Business Owners Can Use to Control Expenses

Before you can begin to control expenses en route to lowering them, you must know where your money is going. Numerous financial management programs are available to help you keep track of your expenses, but they won’t help unless you or your business manager enters the proper information.

More

The Market Response after Eight Days of Conflict

It’s hard to do commentary when in the morning, the markets are down, and by lunch they are level, and by the close they might be up, and vice versa.

More

Too Much Cash

In a compelling article by BlackRock, they make an argument that even though we are facing higher than normal inflation and turmoil, that fear is driving investors to hold too much cash.

More

Today's Market Notes - Russian Edition

As with all things, patience is the name of the game in the long run. Below are three notes about today.

More

Financial Literacy for Children Starts at Home: How to Talk to Your Child About Money

Most parents dread having “the talk” with their kids. The talk generally refers to the birds and the bees, but there are other subjects parents might shy away from, such as the existence of Santa Claus (yes, Virginia, he’s real) or finances. 

More

The 4 Best Places to Retire in Florida

Year after year, Florida’s population continues to grow. Many people moving to the Sunshine State are retirees relocating for the reason behind the state’s nickname: There are over 230 days of sunshine a year, and even in the coldest months, the average daily temperature is 70 degrees or higher. The temperature rarely gets below 50 degrees.

More