Banking & Financial Advice
Insights and coverage on banking, investing, financial planning and money decisions affecting Tampa Bay businesses.
There’s a reason portable mortgages are suddenly a topic of conversation everywhere lately. The housing market is a mess because rates are up, qualifying for a mortgage is tougher than ever, and for every single house that has skyrocketed in value, hundreds of buyers are priced out of the market. On the surface, portable mortgages … Read more
There’s been a lot of talk lately about using regulatory bodies to cap credit card interest rates as a way to lower costs for Americans in today’s softening economy. On the surface, this sounds logical. If you cap credit card interest rates to some arbitrary lower number—like the 10% cap currently being proposed—consumers’ monthly payments … Read more
Business credit, when leveraged properly, can be an absolute game changer for entrepreneurs because it gives you the opportunity to scale your business in ways you never could by simply bootstrapping. This enables you to invest in the necessary inventory, equipment, and acquisitions that help you to make bigger moves and gobble up market share. … Read more
A lot of entrepreneurs are creative visionaries who are great at leading their team, but they still don’t seem to get the results they should. The bad news is that most don’t even understand why that’s happening. The good news, however, is that the solution is pretty straightforward, and in my opinion, pretty easy to … Read more
I’ve worked with thousands of business owners over the years. I’ve watched some build companies that sell for life-changing amounts of money, and I’ve seen others stall out, even when they had a great idea. The biggest difference usually isn’t talent. It’s not the product. It’s not marketing skill or who they know. It’s how … Read more
Business credit can be one of the biggest game changers for a company. It lets you invest in growth, cover expenses, and compete with larger firms. But too often, business owners believe myths that just aren’t true, and those beliefs stop them from getting the funding they need. As someone who has spent years helping … Read more
Lately, it seems that everyone is eager to share financial advice. Social media is full of people promising countless “financial hacks” while hustle culture tells us to work nonstop, and the viral stories we see in our feed make wealth look quick and simple. But in Old Wealth, New Wealth, True Wealth, a book written … Read more
Regions is scaling private wealth in Tampa Bay as migration and deal flow accelerate.
A deeper look at financial illiteracy in America and how a lack of economic education shapes policy and public understanding.
For years, medical professionals have followed the “safe” financial advice—build a practice, serve patients, and diligently contribute to a retirement account. But lately, many are becoming frustrated as their portfolios limp along in today’s market. Even though they’ve been doing everything traditional financial experts said they needed to do, their portfolios still aren’t growing as … Read more
