
Week in Review: January 14, 2022
January 18, 2022
Recap & Commentary Markets ended the week lower as investors continued to fret over rising inflation and interest rates. At […]

What’s New in the New Year?
January 6, 2022
Every year, throughout the year, the lending industry sees various changes in policies, guidelines, norms, and loan limits. In 2022, […]

December 2021 Market Commentary
January 5, 2022
“Here come Santa Claus, here come Santa Claus, right down Santa Claus Lane…” Despite the popular notion that Santa Claus […]

8 Ways to Protect Your Business During Economic Uncertainty
January 5, 2022
Unforeseen recent circumstances have provided a stark reminder that markets and businesses are almost always vulnerable to some level of […]

Week in Review: January 7, 2022
January 3, 2022
Recap & Commentary Markets ended the week lower as higher interest rates and fears that the Federal Reserve might become […]

Week in Review: December 24, 2021
December 28, 2021
Recap & Commentary Markets ended last week with the S&P 500 at a new record high thanks to a strong […]

Week in Review: December 17, 2021
December 20, 2021
Recap & Commentary Markets ended the week lower as concerns about higher interest rates pressured stocks, particularly more highly valued […]

The Power of Relationships in Private Banking
December 15, 2021
In private banking, relationships are everything. This more specific and customized form of financial planning assistance helps clients navigate changing […]

Week in Review: December 10, 2021
December 12, 2021
Recap & Commentary Markets ended the week with the S&P 500 at a new record high, as concerns about Omicron […]

November 2021 Market Commentary
December 8, 2021
A tale of two halves. Don’t count your chickens before they hatch. It’s not over until it’s over. Pick whatever […]