More Banking & Financial Advice

Avoid These 4 Common Investing Mistakes People Make in a Slow Economy

You probably remember hearing all about the Titanic in great detail during history class. You might remember how this ship was described as the epitome of luxury and had been

Avoid These 4 Common Investing Mistakes People Make in a Slow Economy by Dr. David Phelps
Where ‘Smart’ Money Is Going As the Economy Declines

Despite most TV pundits loudly proclaiming over the last few years that the US economy is strong, inflation is just transitory, and capital is plentiful, they’ve finally started to admit

Where ‘Smart’ Money Is Going As the Economy Declines - Dr. David Phelps
An Unlikely Alliance Brings Financial Literacy to Florida Students

As an entrepreneur, I understand the critical role that financial literacy plays in our world today, and while I’m trying to do my part to provide the information, resources, and

financial literacy - Mark Cuban, Kim Kiyosaki, Dr. David Phelps
Looking to make a deal? Your commercial banker could be a good place to start

By John Acosta We witnessed a surge in M&A activity in Tampa last year, as our area significantly outpaced the rest of the nation in terms of post-pandemic deal volume.

BayFirst Financial Corp. announces official changes in its C-suite

The board of directors of BayFirst Financial Corp. (NASDAQ: BAFN), the parent company of BayFirst National Bank, has named a new chief executive officer and a new president and chief

Tax consequences on the sale of your home

By Brian Carter, partner at Maudlin & Jenkins It feels great to get a high price for the sale of your home but, in some cases, the IRS may want

Understanding the Importance of Banking Locally

In an age where digital technology has revolutionized the way we manage our finances, the idea of banking locally and handling your finances face-to-face might seem outdated. From automated loan

TD Bank names Mike Nursey North Florida commercial market president

TD Bank has appointed Mike Nursey, based in Tampa, as the North Florida commercial market president to support continued growth efforts in the region, which includes the greater Orlando, Tampa/St.

Rental Real Estate Passive vs. Active Tax Rules

Owning rental real estate can be a great way to supplement the income you receive from your regular job. Investing in rental property can generate recurring cash flow, help build

Change is Coming – Impacting You and Your Employees 401(k)

By H. Brian Adcock As a business leader, we are charged with making sure we lead our organizations through change. There has been plenty of change in the past few

The Community Bank Difference

By Owen LaFave, Pinellas County Market President, The Bank of Tampa All eyes are on the U.S. banking industry as three of the biggest bank failures in U.S. history have

Estate planning with a business in mind

By Brian Carter, CPA, Mauldin & Jenkins A family business can be a wonderful asset that not only supports multiple family members but also helps keep the various generations connected.