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What Matters Most - Monthly Economic Update for April 2023 with Brad Bolyard
Manage episode 360574190 series 2408524
内容由First United Bank & Trust and First United Bank提供。所有播客内容(包括剧集、图形和播客描述)均由 First United Bank & Trust and First United Bank 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for April 2023.
134集单集
What Matters Most - Monthly Economic Update for April 2023 with Brad Bolyard
The What Matters Most Podcast by My Bank First United Bank & Trust
Manage episode 360574190 series 2408524
内容由First United Bank & Trust and First United Bank提供。所有播客内容(包括剧集、图形和播客描述)均由 First United Bank & Trust and First United Bank 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for April 2023.
134集单集
所有剧集
×Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for November 2023.
Today we talk with John Hetrick, a Wealth Advisor in the First United Wealth Management department, about a topic that is often overlooked but vitally important: Beneficiary Updates. Navigating through the complexities of wealth management, John provides insights into the significance of confirming beneficiary contacts, the value of scheduling regular reviews with a trust advisor, and tips for ensuring that your accounts are tagged correctly. Whether you're new to wealth management or an experienced investor, this episode offers valuable guidance to secure your financial legacy.…
In today's episode of 'What Matters Most', we engage in a timely discussion on Year-End Planning with our guest, Kolby Abruzzino, a Certified Financial Planner and Wealth Advisor at First United's wealth management department. Together, we explore the importance of strategic financial planning as the year comes to a close, with insights on everything from cash flow management to estate planning. Whether you're concerned about upcoming lump-sum needs like vacations or repairs, or you're thinking ahead to retirement distributions, this episode offers a comprehensive roadmap for wrapping up your financial year effectively. We also tackle the critical subjects of insurance coverage assessments and emergency funds to ensure you are well-prepared for whatever the future holds. Join us for this essential episode as we provide you the tools you need to not just navigate year-end planning, but to excel in it.…
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for October 2023.
In today's episode of What Matters Most, presented by the trustworthy team at First United Bank & Trust, the focus is firmly on charitable giving. Charitable gifts extend beyond mere acts of kindness; they are intertwined with motivations, rewards, and multiple forms. With the expert guidance of Julia Hershman, we'll demystify what makes a charitable gift and what fuels individuals to offer generously. Are you familiar with the distinctions between donating cash and assets like stocks or mutual funds? And the potential tax deductions that might come with them? Beyond the mechanics of giving, the episode also offers strategies to enhance the impact of your contributions.…
In this episode, we turn the spotlight onto a pressing concern of our digital age: Fraud Prevention. Featuring insights from Eric Goff, Vice President & Fraud Officer at First United, this session promises to be an enlightening exploration of the various fraud mechanisms and, importantly, how you can safeguard yourself. From the nuances of credential sharing and its repercussions to the intriguing web of social media scams, such as deceptive 'work from home' schemes and cunning romance scams, we uncover the layers of deceit and provide a roadmap for vigilance. So, whether you're a business or an individual, tune in and fortify your defenses against these threats.…
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for September 2023.
In this insightful episode of 'What Matters Most', we talk with Brandi Helman, Wealth Advisor at First United's Wealth Management Department, and delve into the nuances of Employee Benefit Plans (EBPs). They discuss the critical role of EBPs for both employees and employers, how to leverage these benefits, and the importance of EBPs in fostering a committed and stable workforce.…
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for August 2023.
In this episode, we talk with Phyllis York, the Founder and Executive Director of the Empowering Community Leaders Network (ECLN), about their transformative mentoring program for girls. Discover how ECLN is building leadership capacity, fostering self-confidence, and promoting community engagement, and learn how you can get involved. For more information, visit their website at eclninc.org.…
In this episode, we welcome Shane Small, VP & Senior Wealth Advisor at First United Bank & Trust, for a timely discussion on tax updates from the Wealth Management area. As the mid-year approaches, it's crucial to review your taxes and ensure you're on the right track. Shane shares valuable insights on changes in retirement accounts, including Required Minimum Distributions (RMDs), as well as capital gains requirements. Moreover, he highlights the importance of retirement planning and how individuals can effectively manage their income and tax burdens. Tune in to gain practical advice and expert tips to optimize your financial well-being.…
Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for July 2023.
Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Vice President & Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for June 2023.
Today, we're thrilled to have two very special guests joining us: Becky Crowell and Jim Stemple, both of whom are highly experienced Mortgage Relationship Managers with First United's First Mortgage Services Group. In this episode, Becky and Jim will be shedding light on the recent merger between First United and First Mortgage Services, and how this exciting development is set to benefit the organization and its valued customers. From additional mortgage options to a wealth of team experience, Becky and Jim share valuable insights into the many ways in which the merger is poised to take First United's services to the next level. Whether you're a current customer or just interested in learning more about the world of mortgages, this is an episode you won't want to miss!…
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for May 2023.
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