Banking & Financial Advice

By Patricia Entsminger, CPA/CFE/CIA and Kathleen Martin, CPA Thinking about a family office? There are many options to consider. A 2016 Ernst & Young survey estimated that there are 10,000+

By Chris Dhanraj, Managing Principal of Investments at CLA & Adam Bourk, Senior Wealth Advisor at CLA 2020 was the year of COVID. 2021 is likely the year of taxes. President

By Lantz A. Martin, CFP, ChFC, CLU, BT Wealth Advisors Goals are key for framing our own roadmap (your financial plan), but keep in mind how often life changes. Even if

By Jennifer Murphy, Older Lundy Alvarez & Koch Congratulations, you have survived the dating phase of your life (hopefully forever) and you are now engaged! Whether your blessed union is

Tampa Bay Business & Wealth, and the law firm Shumaker presented this panel discussion with notable wrestlers in the Tampa Bay area and beyond. The discussion included how they were

By Shelley Fisher, regional executive, east region and Brent Wright, head of institutional consulting Many nonprofits and foundations –including charitable and philanthropic organizations–have been hit particularly hard by the pandemic.

By Susan Mauer, Tampa Bay Market President for Axiom Bank A year ago, phones in Axiom Bank’s commercial lending department started ringing off the hook – and they haven’t stopped.

By Chris Dhanraj, managing principal of investments, CliftonLarsonAllen Wealth Advisors We made it through 2020 and businesses are looking toward a post-pandemic world with cautious optimism. We are frequently asked

By Chris Taylor, The Urie-Taylor Group, UBS Financial Services About a year ago, we were breaking the record for the longest-lasting economic expansion in U.S. history, with seemingly no end

By Kelly Kavanaugh To navigate the pandemic, businesses have had to adapt to survive. From remote work to cost-cutting measures, shifts from traditional approaches were essential to maintaining revenue streams.

No one likes friction; no one likes it when your pant legs stick to your socks.  It’s certainly not something you want between you and your bank. Frictionless Banking means

By Mary Lauritano, CFA, Senior Vice President–Wealth Management at UBS Wealth Management USA; St. Petersburg In a recent UBS report of women and wealth, Own Your Worth, the study showed