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Week in Review: December 3, 2021

December 6, 2021

Recap & Commentary Markets ended the week lower as Omicron-induced volatility reigned. With the exception of Friday, the S&P 500 […]

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The Importance of Conducting Security Due Diligence for Suppliers

December 1, 2021

Business partnerships are essential, but they are never without risk. When a company begins a partnership with another entity, they […]

Week in Review: November 26, 2021

November 29, 2021

Recap & Commentary Markets ended the week lower following Friday’s significant selloff on news of a highly mutated new strain […]

Week in Review: November 19, 2021

November 22, 2021

Recap & Commentary Equity markets (S&P 500) bounced around in search of direction, finding little. With earnings season now largely […]

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Treasury Management: Details on the Recent USPS Change

November 18, 2021

The United States Postal Service (USPS) made a historic service level change, effective October 1, 2021, that will alter the […]

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2021 Year-End Financial Planning Checklist

November 16, 2021

Now is the time to consider some year-end strategies and to plan for the year ahead. Because everyone’s financial situation […]

Week in Review: November 12, 2021

November 15, 2021

Recap & Commentary Markets bounced around, before ending the week lower as investors sought to balance higher inflation readings with […]

Week in Review: November 5, 2021

November 8, 2021

Recap & Commentary Markets enjoyed a strong week, with the S&P 500 ending at a new record high, propelled by […]

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Not All Credit Scores are Created Equal

November 4, 2021

A take from Justin Crowley, Sr. Loan Originator at First Western Trust These days, when it comes to financing real […]

Week in Review: October 29, 2021

November 1, 2021

Recap & Commentary Market returns for the week were mixed as investors focused on earnings, economic data, and ongoing changes […]