Search Results

Showing 581 to 590 of 596 results for Succession Planning

  • Julie Anchondo AVP Branch Manager

    As Assistant Vice President, Branch Manager, Julie manages and leads a team of knowledgeable financial professionals as they work together to provide an exceptional client experience. As a trusted advisor, she helps individuals achieve their financial dreams by advising and recommending appropriate solutions to exceed their expectations. Julie is committed to building high-performing teams as a dedicated and collaborative leader who is passionate about helping clients succeed.

  • Health Savings Account (HSA)

    A Health Savings Account (HSA) makes managing healthcare costs easier. With an HSA, you can save money to pay for qualified medical expenses.

  • Construction & Lot Loans

    Building the home of your dreams is exciting. Just as a solid foundation is important to any well-constructed house, financing is critical to the construction process as a whole.

  • Saving for the Unexpected: The Benefits of an Emergency Fund

    Understand the importance of building an emergency fund and learn practical steps to create and maintain a financial safety net. Protect your finances and gain peace of mind with our comprehensive guide.

  • Investors’ Great Expectations

    “Expectations are a fundamental driver of market prices,” shares Jason Herried in the 2024 Q2Outlook. As we look ahead, Jason examines how some expectations for Economic Growth have been met, while other expectations were overly optimistic.

  • 2024 Economic and Market Outlook

    Listen in as Ron Alberts and Jason Herried take you through a quick outlook for the first quarter of 2024.

  • Fraud Prevention: Protect your business from phishing

    Phishing continues to be a pressing problem for businesses and their employees. For cybercriminals seeking to wreak havoc, phishing is cheap, effective and profitable.

  • What is “House Hacking?” The Strategy the Next Gen is Using for Their First Home

    Wondering what house hacking is? This beginner-friendly guide explains how to turn your home into an income-generating asset and live for less.

  • Stocks Back to Breakeven and Why We Don’t Day (or Night) Trade

    As the old homage goes, “time in the market is more important than timing the market.” In this week’s Wealth Insights article, Drake Dorfner and Jason Herried explain how markets quickly price in new information—even during after-hours trading. We don't day (or night) trade, including during periods of heightened volatility.

  • Buying a Home: Avoid These Pitfalls

    Buying a home for the first time can feel like a rollercoaster ride. It’s exciting, scary, and even stomach-churning all at once, and that’s just for starters. Add in bidding wars and tighter-than-tight home inventory. Oh, and it’s a seller’s market, in the midst of a pandemic. Even savvy house hunters can become discouraged.

Back to Top