More Banking & Financial Advice

How to watch out for the ‘circle of vultures’

By Taylor Ranker, II, chief executive officer of Questmont Virtual Family Office As a successful business owner you do, in fact, have a target on your back. As your wealth

Read More
Seacoast Bank names market president for Tampa

Seacoast Bank, a subsidiary of Seacoast Banking Corp. of Florida, has appointed Nate Wood as market president for Tampa. Wood most recently served as senior vice president at Truist Financial

Read More
Experts Say Despite Tightening Underwriting, Plenty of Funding Options Are Still Available

While numerous economic indicators continue to plunge, lenders have been tightening underwriting guidelines to reduce their risk exposure.  This shouldn’t surprise anyone considering the fact that we all can see

Read More
business credit
TD Bank announces that Scott Daigle has been named its North Florida Commercial Market President

TD Bank had recently announced that Scott Daigle has been named its North Florida Commercial Market President. TD Bank’s North Florida region includes the greater Orlando, Tampa/St. Petersburg, Jacksonville, Gainesville,

Read More
TD Bank announces that Scott Daigle 06 20 2024
Mike Nursey tapped as new Central Florida Market President for Amerant Bank

Amerant Bank has hired industry veteran Mike Nursey to lead operations in Central Florida. As Central Florida Market President, Nursey will oversee Amerant’s ongoing expansion in Hillsborough and Pinellas counties

Read More
Mike Nursey tapped as new Central Florida Market President 06 20 2024
There’s still time to file your claim for the Payment Card Interchange Fee Settlement

Merchants who accepted Visa or Mastercard at any time between January 1, 2004, to January 25, 2019, may be eligible for a share of a $5.6 billion class action settlement

Read More
Contactless credit card payment unrecognizable people
Tampa Bay nonprofits receive $350,000 in grants from TD to support affordable housing programs

TD Charitable Foundation, the charitable giving arm of TD Bank, awarded a total of $7 million to 37 nonprofits, across the bank’s Maine to Florida footprint, and in Michigan, through

Read More
How to Raise Financially Literate Children

I vividly remember being a teenager, and some of the things I believed back then, frankly, many more years ago than I like to admit.  One of the things that

Read More
How to Raise Financially Literate Children
Navigating the Waves of Change: The Silver Tsunami’s Impact on Real Estate and Elder Care

The demographic landscape is undergoing a seismic shift as baby boomers reach retirement age—often called the “Silver Tsunami.” As of the 2020 census, one in six people in the United

Read More
Navigating the Waves of Change: The Silver Tsunami’s Impact on Real Estate and Elder Care
On the Hill: A Tampa veteran banker shares insights from her latest trip to the U.S. Capitol

Rita Lowman, a veteran banker in the Tampa Bay region, recently visited Washington D.C., to meet with lawmakers about current legislation being debated, in congress. Lowman, former president of Pilot

Read More
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

Read More
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

Read More
Where ‘Smart’ Money Is Going As the Economy Declines - Dr. David Phelps