Dear Clients: We wanted to take a minute to review 2015 and let you reflect on some of the steps we took to advance our company’s 3 core mission for your benefit: Core 1: Service As always, our number one priority is to serve you. To that end we spent the majority of...
Dear Clients: Part of my job is to make your dollars work harder for you. CD rates are at all-time lows and you may have money maturing from older CD’s into new ones with interest rates well below 1% or just sitting on the sidelines earning no interest at all. You...
Dear Clients: Protecting your PII is very important to us. Personally identifiable information (PII) is any data that could potentially identify a specific individual. Here is a brief summary of the steps we take to protect sensitive PII: We keep our office doors...
The Federal Reserve’s (Fed) policy-making arm, the Federal Open Market Committee (FOMC), raised its target for the federal funds rate by 0.25% (25 basis points) yesterday as expected at the conclusion of its two-day meeting. By raising this key overnight borrowing...
