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Category: Financial Services

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Will the Stock Market Crumble like the Temple of Jupiter Maximus in Rome?

By: Daniel Morgan, Senior Trust Portfolio Manager There are many similarities between the Roman Empire that lasted more than 1,000 years and the American Empire that has been in existence for a mere 250 years. Many of the same economic challenges that the Romans confronted Americans are facing today: runaway inflation, food shortages, plagues, porous…
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Financial Economy Technology

How Can Investors Compare Today’s “Tech Wreck” to the “Dot.Com Bubble” in YR2000?

By: Dan Morgan, Senior Trust Portfolio Manager It appears funds are flowing away from high multiple Tech growth stocks toward defensive names. Technology stocks seem to sell off when any news of Fed tightening surfaces or concerns about future economic growth arise. The “Dot.com Bubble” was characterized by the end of a massive spending boom…
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Buy Sell Agreement Life Insurance: How It Works and Why It’s Important

Running a business is all about taking one thing at a time. From addressing the ongoing needs of your customers, colleagues and co-workers to supply chain fluctuations, every day brings a new challenge. Given the highly dynamic nature of business management, it can be difficult to plan ahead for tomorrow — never mind two, 10…
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Key Person Life Insurance: What It Is and Why It’s Valuable to Your Business

The last two years may go down as one of the more confusing periods ever, both in the United States and throughout the world. The source of that confusion was the coronavirus. Yet, at the same time, the pandemic brought a better sense of clarity and understanding to the things that are truly important and…
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5 Federal Tax Changes to Mindful About

As a successful business owner or high net worth individual, you can attest to the fact that no day is routine — never mind an entire year. But it’s safe to say that these past two years are without precedent. Nothing previously even comes close to them when it comes to uniqueness. Due to COVID-19…
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Giving wealth management advice to recently promoted clients

After giving your client a hearty congratulations on their recent promotion, it’s up to you to explain how a raise in income will affect their long-term wealth management strategy. Showing them what they need to do with their new title and bigger paycheck is one of the critical ways you help them cultivate greater financial…
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Rising inflation in 2022

What Factors Are Driving Runaway Inflation?

What’s causing inflation? As you might suspect, it’s a product of many different factors and warrants the need to protect yourself and increase your financial flexibility.
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