Financial Education Center

The Bank-Business Bond: Fueling Resilience and Growth for Family-Owned and Privately Held Firms

Family-owned and privately held businesses increasingly rely on their banking partner to bolster their resilience and strategize for the long term amidst uncertainty. Businesses need their banking partner to serve as a crucial ally in navigating complex challenges and achieving sustainable growth. This shift has led businesses to seek deeper partnerships with their banks, requiring a comprehensive perspective and service model.

Ready, Set, Learn! Acing Back to School Made Easy!

Getting ready for a new school year or sending a student off to college involves a mix of preparations and emotions. From laptops and backpacks to dorm essentials and reliable transportation, parents or guardians should prepare to review and adjust budgets to accommodate school-related expenses. Whether your student is a returning student or first-year freshman, there’s some things you need to do before the semester starts.

A Legacy of Women Business Leaders: Proudly Spotlighting Past Honorees

We are proud to spotlight past Most Influential Business Women honorees who continue to lead with vision, resilience, and purpose. These trailblazing women share their insights, strategies, and personal values to uplift the next generation of leaders.

Shaping Risk, Building Legacy

For high-net-worth investors, risk isn’t just about market swings, it’s about aligning your portfolio with your priorities. Whether you’re focused on sustaining your lifestyle, leaving a legacy, or funding philanthropic efforts, managing risk is essential to long-term success.

M&A: A Lender's View on What's Trending Now—and What's Next

As 2025 reaches its midpoint, Paul Spearing, Managing Director at First Bank Sponsor Finance, draws on recent interactions with private equity firms and portfolio companies to provide a candid assessment of the current M&A landscape and broader economic trends. Spearing offers his perspective in the following Q&A.

Leveraging Debt: A Busy Executive’s Guide to Wealth Creation

Most successful executives build a circle of trusted advisors, including attorneys, Certified Professional Accountants (CPAs), and financial planners. Key areas of wealth management often go overlooked, which leads to the potential for higher taxes or missed opportunities. That’s where a professional wealth advisor providing true comprehensive management for both sides of a client’s balance sheet shines.