With the Economy in Decline, Now Is the Time to Line Up Funding 

Massive layoffs have been hitting the news at an increasing frequency, with Intel, CVS, Aetna, and John Deer being some of the most recognizable. At the same time, wages remain stagnant, inflation has made everything less affordable, and credit underwriting has become more stringent.  This is the financial equivalent of “The Captain has turned on

Read More
With the Economy in Decline, Now Is the Time to Line Up Funding 
What to know about economic fundamentals for good decision-making                                

By John Silvia, CEO and Founder, Dynamic Economic Strategy Five fundamentals provide a basis for good executive and investment decision-making; Expectations for economic growth, inflation, interest rates, the dollar and corporate profits are the basis. Currently, the United States economy is experiencing trend-plus economic growth alongside persistent, above the Federal Reserve’s, two percent target on

Read More
What to know about economic fundamentals for good decision Making
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 stands out still today is that I thought I knew so much more than I really did. Part of this was just the normal process

Read More
How to Raise Financially Literate Children
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 deemed unsinkable by its creators. You know the latter very clearly turned out not to be the case. But even as the massive ship was

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 what the average American already knew years ago—our economy is in a disastrous position. The fact of the matter is that our economy is not

Read More
Where ‘Smart’ Money Is Going As the Economy Declines - Dr. David Phelps
What to know about business acquisitions

By Elizabeth Shauger, CPA, Mauldin & Jenkins Are you acquiring or selling a business? Buying or selling a business has a lot of moving parts. Although there are many complex types of mergers and acquisitions, the stock or asset sale are among the most straightforward. There are advantages and disadvantages to both an asset sale

Read More
Regions launches new program to help women with finances

Regions has launched Women + Wealth, a program that “combines unique events and fresh insights with one-on-one guidance from a team of professionals to further support and empower women as they move forward on their financial journeys.” An initiative of Regions Private Wealth Management, the Women + Wealth program “debuts at a time when more

Read More
BayFirst National Bank opens full-service center, in Sarasota (PHOTOS)

BayFirst National Bank celebrated the opening of its 11th full-service banking center, becoming the first full-service financial institution to operate in the Newtown community, in North Sarasota, where it previously operated a loan production office and financial resource center. The opening comes six months after BayFirst purchased the building it had been renting, since 2022,

Read More
Regions Bank announces leadership appointments, including former St. Pete market executive

Regions Bank has appointed two key leaders who will guide the company’s services for consumers and businesses throughout Mobile, Alabama and along the Gulf Coast of Florida. Bruner Binion will serve as Regions’ new market executive for Mobile, and surrounding communities, and Tina Gilmore was promoted to serve as consumer banking executive for the bank’s

Read More
The importance of going local and supporting small businesses

By Jon Locklear, wealth Advisor, BT Wealth Advisors | The Bank of Tampa Small businesses are the often-overlooked lifeblood of the community. The Office of Advocacy of the U.S. Small Business Administration (SBA) defines small businesses as independent businesses with fewer than 500 employees. Having 499 employees—or even 25 employees—who live and work together in

Read More
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 underwriting and remote deposit capture to a future that includes artificial intelligence, the way we handle our financial affairs continues to move forward at warp

Read More
Three simple ways to lower your 2022 tax bill in 2023

By Brian Carter, CPA The end of 2022 has passed and 2023 is well begun, but it is not too late to bring down your 2022 income tax liability. A handful of tax-deductible opportunities are still possible for eligible taxpayers who haven’t, already, taken these tax-saving actions. Here are three of the simplest things you

Read More