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Week in Review: January 8, 2021

January 11, 2021

Recap & Commentary Markets ended the first week of 2021 at all-time highs after President-elect Biden called for trillions of […]

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Choosing the Right Commercial Loan For Your Business Needs

January 10, 2021

Most business owners require commercial loans at some point in the lifetime of their business, whether to launch the business, […]


Week in Review: January 1, 2021

January 4, 2021

Recap & Commentary Markets ended 2020 on a high note, with the S&P 500 closing the holiday-shortened week at a […]


Week in Review: December 25, 2020

December 28, 2020

Recap & Commentary With the exception of small-cap stocks, markets ended the week lower, as investors first cheered the news […]

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The Importance of a Year-End Insurance Review

December 22, 2020

Your insurance policies are a crucial component of your financial planning checklist. Policies for homeowner’s, auto, life, umbrella, long-term care, […]


Week in Review: December 18, 2020

December 21, 2020

Recap & Commentary Markets ended the week higher as investors refocused on the proverbial light at the end of the […]

Close up of stock market graph

Maximizing Liquidity During Economic Uncertainty

December 16, 2020

2020 has been a chaotic year, and the uncertainty that we’ve witnessed is likely to continue into the foreseeable future. […]


Week in Review: December 11, 2020

December 14, 2020

Recap & Commentary US equity markets ended the week mixed, as investors reacted to an apparent impasse in Washington over […]


Week in Review: December 4, 2020

December 7, 2020

Recap & Commentary The S&P 500 again ended the week at a new record high, as investor’s chose to focus […]

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The Importance of Relationships in Treasury Management

December 1, 2020

In times of financial instability like the environment in which we currently find ourselves, liquidity is of paramount importance. As […]