Skip to Content
Close Icon

Market Insights with Mike | November 20, 2020

Recent Blog Posts

Market Insights with Mike

Market Insights with Mike | November 20, 2020

Posted On: November 20, 2020 by First Option Bank in: General, Investment Services

 

Tags: Financial Services, First Option Financial Services, Investments, Market, Market Insights, Market Update, Mike McCauley

IRAs Education

IRAs Education

Posted On: November 17, 2020 by First Option Bank in: Banking, Financial Wellness, General, Investment Services, Tips & Tricks

When it comes to saving for retirement, you have many options to choose from to help you reach your savings goals. IRAs, like all accounts, offer their own features that may make them a good option for you. Take this lesson to learn more about: How IRAs compare to other account options The different types of IRAs Opening and using an IRA
  CLICK HERE To Learn More

Tags: Financial Education, Financial Wellness, IRA, IRAs, Retirement, Saving, Tips & Tricks

Market Insights with Mike

Market Insights with Mike | November 13, 2020

Posted On: November 13, 2020 by First Option Bank in: General, Investment Services

 

Tags: Financial Services, First Option Financial Services, Investment, Market, Market Insights, Market Update, Mike McCauley

Mobile and Online Banking

Mobile and Online Banking

Posted On: November 10, 2020 by First Option Bank in: Banking, Financial Wellness, General, Tips & Tricks

If you’re like many consumers, you appreciate the convenience of being able to manage your finances without making frequent trips to the bank. Learn how you can make money management part of your everyday routine, right from your phone or computer. Take 5 minutes to learn more about: Mobile and online banking product features Understanding mobile payments and when to use them Additional steps to safeguard your privacy when using mobile and online banking CLICK HERE To Learn More
Read More

Tags: Education, EVERFI, Financial Education, Financial Wellness, Mobile Banking, Online Banking, Personal Finance, Tips & Tricks

Economic Update

November 2020 Economic Update

Posted On: November 6, 2020 by First Option Bank in: Financial Wellness, Investment Services, News

In this month’s recap: Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October.

Monthly Economic Update


Presented by First Option Financial Services, November 2020

 

U.S. Markets

Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October.

The Dow...

Read More

Tags: Economic Update, Financial Services, First Option Financial Services

How Businesses Use Credit

How Businesses Use Credit

Posted On: November 5, 2020 by First Option Bank in: Financial Wellness, General, Tips & Tricks

No matter what stage your business is in, it’s important to be able to identify potential sources of financing should you need it. Become an informed borrower and understand the different types of business credit available and how to use them. This lesson will help you understand: What to consider when exploring different types of business credit Options for short- and long-term financing 5 strategies to achieve a higher credit score CLICK HERE To Learn More

 
Read More

Tags: Business, Business Owners, Credit, Financial Education, Financial Wellness, How Businesses Use Credit, Tips & Tricks

Market Insights with Mike

Market Insights with Mike | October 30, 2020

Posted On: October 30, 2020 by First Option Bank in: General, Investment Services

 

Tags: Financial Services, First Option Financial Services, Investments, Market, Market Insights, Market Update, Mike McCauley

Identity Protection Education

Identity Protection Education

Posted On: October 29, 2020 by First Option Bank in: Financial Wellness, General, Tips & Tricks

Identity theft and consumer fraud can happen to anyone at any time. It’s important to learn how to protect your identity and what steps to take if your personal information is stolen. This short learning experience will explore: How identity theft happens and the potential impacts Strategies to help you protect your identity Steps to report identity crimes and mitigate damage CLICK HERE To Learn More 
Read More

Tags: Financial Education, Financial Wellness, Identity Protection, Identity Theft, Tips & Tricks

Market Insights with Mike

Market Insights with Mike | October 23, 2020

Posted On: October 23, 2020 by First Option Bank in: General, Investment Services

 

Tags: Financial Services, First Option Financial Services, Investment, Market, Market Insights, Market Update, Mike McCauley

Estate Planning Education

Estate Planning Education

Posted On: October 21, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

Anyone with assets, dependents, or specific wishes for how they want to be taken care of in old age should consider estate planning. Putting off these decisions can cause unnecessary stress during what is already a difficult time for your loved ones. Learn how to start planning, with insights around: Why you should consider an estate planning strategy The differences between wills and trusts and the different options available Considerations that should be discussed during the estate...
Read More

Tags: Estate Planning, Financial Education, Financial Services, Financial Wellness, First Option Financial Services

Select Online Account