Cybersecurity: High Net Worth Means High Value Targets
04/10/2023
As high-net-worth households increasingly use digital tools to manage their finances and store sensitive data, it is even more critical to strengthen cybersecurity measures to protect assets against hackers.
Using IntraFi to Insure Your Big Dollar Deposits
03/23/2023
Keeping your deposits federally insured may be easier than you think. With recent headlines in the banking industry, safeguarding your money - especially large, liquid deposits - has been brought to the forefront of conversation.
Ensuring (And Insuring) Your Money in the Bank is Still Money in the Bank
03/15/2023
The safety of bank deposits is at the forefront of the news. While bank takeovers are rare, cautious individuals and businesses may take steps to ensure their money is always protected.
What is a Bump Up Certificate of Deposit?
08/04/2022
A bump up certificate of deposit is a savings certificate that allows investors to take advantage of rising interest rates through a single (in some cases, multiple) time increase on the interest rate paid for the remainder of a specified term.
Benefits of an Old Fashioned CD in a Modern Investment World
08/03/2022
While the strategies of investing have changed over the years, the basic principles have not. That's why investing in certificates of deposit is still seen as a desirable choice when investing your money in 2022.
Using CDs for Personal Cash Management
07/31/2022
Personal cash management often involves a complex balance of spending and saving. CDs can allow for consistent and flexible access to your cash while providing safety, flexibility, and financial growth.
Protecting Yourself From Fraud
How We Can Work Together To Safeguard Your Financial Information
02/02/2022
Safeguarding your financial information and activity are top priorities for us. As our team continues to take extensive measures to ensure sensitive information is always protected, we're also here to equip you with key tools and ways to increase your security and protect yourself from fraud.
Four Benefits of Investing in a Certificate of Deposit | Banking Matters
The Value Of A Certificate of Deposit
09/01/2021
"Banking Matters: Pivotal Insights For Financial Peace Of Mind" Series: For those looking for a secure way to grow and protect their savings, a certificate of deposit account may be a sound investment worth considering. Here are the four benefits of investing in a CD account.
Case For Cash: Lessons Learned During The Pandemic
Three Areas Where Maintaining Cash Reserves Offers Security And Opportunity
05/21/2021
"Banking Matters: Pivotal Insights For Financial Peace Of Mind" Series: After a tough period of health concerns, furloughs, and economic strain, there's a prime opportunity to identify the lessons learned during the pandemic about the importance of acquiring cash reserves, so we can better prepare for future volatility.