Wealth Management Strategies

Strategies you can put into action
  • Delve into various topics.
  • Leverage expert insight.
  • Stay updated on latest developments.

Special Needs Trust

David Frederick, Director of Wealth Planning for First Bank Wealth Management, discusses strategies for maximizing support funding for disabled individuals.

Estate Planning

David Frederick, Director of Wealth Planning for First Bank Wealth Management, discusses the value of having an estate plan, especially in times of crisis.

The Importance of Emergency Funds

David Frederick, Director of Wealth Planning for First Bank Wealth Management, discusses the importance of having an emergency fund during these devastating times.

Donor Advised Funds Can Play a Key Role

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

Strategies to Save on Yearly Taxes

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.

Strategies to Help Mitigate Your 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.

Transferring Your Business Within Family

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.

Take Advantage of The Tax Reform Laws

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.

Market Run Based On Corporate Earnings

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.

Bet On Fintech, Small Caps and Earnings

Gene Todd, discusses his earnings expectations.

What Happens With Health Care

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

Concern of Selling Off Into the Close

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

Decelerating Earnings

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.

Market Should Keep Moving Up

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

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