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Manage Your Debt with 3 Questions

Overspending during the holidays is an easy thing to do. Unexpected gifts and last minute must-haves often push us into the over-spending zone. Let's take a look at consolidating credit.

Investment Overview: 4th Quarter 2016

The biggest story: Donald Trump's election. The US economy has already shown signs of life, with the final reading of third quarter GDP checked in at 3.5%, showing the fastest growth in two years...

Assess Your Retirement Situation at Any Age

The coming of the new year is a time for us to celebrate our blessings in life, but it's also the perfect time to take a look at your financial and retirement situation. Here's a generational look.

Estate & Gift Taxes in 2017

The amount exempt from the federal estate tax goes up to $5.49 million per decedent on January 1, 2017, an adjustment for 2016 inflation.

Private Banking Team: Meet Tyler Hunt

Tyler is an integral member of the Private Banking team, building relationships and serving as your single point of contact for all your financial needs.

5 End-of-Year Financial To-Dos

The month of December often whizzes by in a flurry of activity, but it's also a good time to get your finances in order and prepare for the new year. Here are 5 to-dos!

Of Charities & IRAs

Charitable giving in the U.S. rose 4.1% last year, reaching an all-time record of $373.25 billion. That’s also a record in inflation-adjusted dollars, reports the Giving USA Foundation.

November 2016 Investment Update

The month of November contained two distinct periods for U.S. investors – pre-election and post-election. Let's take a closer look.

October 2016 Investment Update

The first reading of third-quarter GDP growth came in above expectations at 2.9%, the strongest growth rate in two years. Firmer exports and rebounds in inventories led the increase, while consumer...

IRA Required Minimum Distributions

Saving is easier when there is a tax deduction for it, which helps explain the popularity of the traditional IRA. But there's more to consider. Let's take a look.

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