Banking & Financial Advice

Appearing on CNBC’s Squawk Box, strategist and pollster Frank Luntz dropped some knowledge: Serving Employees “If you’re a job creator, it’s all about what you do for the people who you

The best way to protect your investments during a recession is to avoid drastic changes to your portfolio that are influenced by what markets happen to be doing in the

Q&A: How a strong banking relationship can help drive your business Selecting a banking partner for your business can open up a wide range of opportunities for your future. We

Q&A: How a shared relationship-driven approach drove the success of a bank acquisition Valley Bank completed its acquisition of Bank Leumi USA on April 1, bringing Valley’s assets to $50

When it comes to financial communication, Florida couples appear to talk about money more often than other couples, but at a cost, according to TD Bank’s latest Love and Money

The Miami-Dade Beacon Council, the County’s official public-private economic development partnership, has announced today a new Interim President and CEO following the unexpected passing of President and CEO Michael A. Finney

Many high earners have both 401(k)s and IRAs. Perhaps the IRA was a rollover from a previous job or from IC work. But, as an article from U.S. News states:

First American Bank will relocate its current Hialeah branch to 1435 W. 49th St. in Hialeah after purchasing the strip mall. The privately held, full-service bank with more than $6 billion

“It was a great day,” Keith Costello says of the January day when Locality Bank received its bank charter from the Florida Office of Financial Regulation. “We also had the

On September 23, 2021, Bank Leumi USA announced its intent to merge with Valley National Bank. Jeff Watts (pictured), Southeast Region Market President for Bank Leumi USA, recently discussed what

When you talk about home insurance, it’s impossible not to talk about the water: the leaks and the water spots and the plumbing issues that every homeowner, everywhere, has to

“Not to sound too gloomy,” says Michael J. Unger, “but the pandemic has completely changed the way we view life.” The high-energy executive, an assistant vice president and investment officer