<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1263874320438176&amp;ev=PageView&amp;noscript=1">
Let's Talk

Worth the Risk: How Millennials Can Overcome the Fear of Investing

While one-third of all millennials say they invest in the market, more than half of Millennials, who lived through the Great ...
Read More

Luis Morales Finishes First Year of FBA Trust School

Luis Morales has completed the first year of the Florida Bankers Association’s three-year Trust & Wealth Management School, which ...
Read More

A Breakdown of Key Elements Inside an Estate Plan

Estate planning is something that people know they should do, but most never do it. In fact, nearly 60% of adults lack important ...
Read More

Market Preview for Week of 10/15/18 - Investor Sentiment

Executive Summary: Domestic equities decline meaningfully Global markets generally fare worse Equity markets repricing after ...
Read More

Building An Adequate Fund Line-Up for Your Company's 401(K) Plan

The main reason for running a 401(k) plan is to provide a way for your employees to build a retirement nest egg through ...
Read More

Monthly Market Commentary: September 2018 Recap

Considering it was September, domestic equity markets performed relatively well last month. The red-hot NASDAQ cooled a bit ...
Read More

Participant Loans in Defined Contribution Plans: Key Pros and Cons for Your Business

The decision to offer participant loans in defined contribution (DC) plans is complex and requires careful consideration. As an ...
Read More

What Happens If You Don't Have an Estate Plan?

An estate plan gives you the opportunity to proactively manage your individual asset base if an accident, illness, or other event ...
Read More

Estate Planning Terms Defined: Will, Trust, Power of Attorney, Letter of Instruction, and More

Estate planning is something each of us needs to do. In the event of illness or death, an estate plan makes it easier for your ...
Read More