Wealth Management Strategies

David Frederick, Director of Wealth Planning, discusses how Donor Advised Funds can play a key role in your charitable giving strategy.

The end of the year is a time for holidays, celebrations, family gatherings, and New Year’s resolutions. It is also the last opportunity to save on yearly taxes.

David Frederick, Director of Wealth Planning at First Bank Wealth Management, discusses strategies to help mitigate the taxes you may face when selling your business.

David Frederick, Director of Wealth Planning at First Bank Wealth Management, discusses transferring your business to the next generation within your family, some of the taxes you may face when doing so, and some basic strategies on how to mitigate some of those taxes.

How can entrepreneurs, small business owners, and family-owned businesses, take advantage of the new tax reform laws when filing next year? Gene Todd answers some of the questions many business owners are asking.

Gene Todd, discusses the tech sector's lows leading the market today and which ones are buying opportunities. He weighs in on the markets selloff today.

Gene Todd, discusses his earnings expectations.

Gene Todd, First Bank, and Karen Firestone, Aureus Asset Management, weigh in on the markets ahead of the big health care vote.

Discussing the current state of the markets with Gene Todd, First Bank; Keith Bliss, Cuttone & Company; and CNBC’s Rick Santelli.

Greg Sarian, Hightower’s Sarian Group managing director, and Gene Todd, First Bank managing director, discuss their investment strategy as the market heads into historically its worst month of the year.

Discussing the current state of the markets with Gene Todd, First Bank; Keith Bliss, Cuttone & Co.; and Jack Bouroudjian, UCX.