Partner with a Private Banker for Your IOLTA Needs

Partner with a Private Banker for Your IOLTA Needs

An Interest on Lawyers’ Trust Account (IOLTA) is a type of trust account used by attorneys to hold client funds that are either too small in amount or held for too short a period to generate interest for the individual client. Instead of the interest benefiting the client, the interest is pooled and directed toward…

Unlocking Your Home's Hidden Potential: How a HELOC Can Help You Move Beyond 'Golden Handcuffs’ and Transform Your Living Space

Unlocking Your Home’s Hidden Potential: How a HELOC Can Help You Move Beyond ‘Golden Handcuffs’ and Transform Your Living Space

If you’re among the millions of Americans, like my wife and I, who purchased or refinanced their homes during the early years of the pandemic, you were likely fortunate enough to secure a mortgage rate between 2.5% and 4%.  Mortgage rates reached an all-time low in January of 2021, but have since more than doubled,…

Navigating Market Volatility: Strategic Insights Amid Rising Trade Tensions
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Navigating Market Volatility: Strategic Insights Amid Rising Trade Tensions

The announcement of blanket tariffs on all foreign goods coming to the U.S. resulted in a sharp market selloff yesterday. Indications for today show no reprieve, as China, the world’s second-largest economy, is imposing its tariffs on U.S. goods. While historically, similar sparks have ignited a global trade war, immense uncertainty remains.  Further retaliatory announcements…