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The economy’s complex and markets are always changing. Interest rates are at historic lows, but that may not last if the Fed raises rates. A mortgage might be a good investment today, but rising house prices might make it a poor investment tomorrow. And how do you know if the growth in housing prices is sustainable, or if it’s a bubble that’s going to burst?

Even without taking fluctuating markets into consideration, finance is a complex topic. What sort of retirement account should you invest in? How could a divorce affect your financial future?

Unfortunately, the media’s not always a reliable source of information on this topic. You need advice from a professional financial analyst, not a journalist who’s chasing ratings.

We put together this wealth management blog to answer your questions.

Our subject matter experts are committed to providing you with information on current events and trends in our wealth management and private banking blog posts, articles, webinars, white papers, and video content. Here you can read through a collection of recent thought leadership content as well as news about our company and our associates. With our experts keeping you informed, you are better prepared to reach your financial goals.   

Use the search to navigate our banking blog topics to find the information you are looking for.

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The Financial Truth in Action – Educational Trust
  • March 1, 2012

Providing our children a strong foundation in education is a tremendous asset not only for the child but for future generations. Last month, Michael Mandelbaum, our featured speaker and best-selling author of That Used to Be Us: How America Fell Behind in the World it Invented and How We Can Come Back, shared his thoughts on how Americans can strengthen our economy and better position ourselves globally. By investing in our youth they can receive the education they need to get the US back on the right track.

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Our Place in the World, Financially Speaking
  • March 1, 2012

To gain insight on what to expect from the markets in 2012, it's important to examine the events of 2011. Although a difficult year in terms of returns, the macro events such as the tsunami in Japan, the European sovereign debt crisis and the Arab Spring weighed heavily on the markets. These major global events swamped micro decisions making it a very difficult year for money managers.

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Set Yourself Up for a Successful 2012
  • November 9, 2011

Dave Cerullo, Wealth Advisor, CPA, CFP and Bill Lyne, J.D., host a webinar on year-end planning strategies.

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Engineering Your Retirement Withdrawals
  • November 3, 2011

Warren Olsen, Chief Investment Officer, provides an investment update and David Cerullo, CPA, Wealth Advisor, hosts a webinar on engineering retirement withdrawals.

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